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Wealthspire Advisors (Maryland)’s Cheniere Energy LNG Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio LNG Stock Details LNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-347
Closed -$24K – 1322
2019
Q1 		$24K Sell
347
-48
-12% -$3.15K ﹤0.01% 1202
2018
Q4 		$23K Sell
395
-37
-9% -$2.28K ﹤0.01% 1147
2018
Q3 		$30K Sell
432
-32
-7% -$2.06K ﹤0.01% 1149
2018
Q2 		$30K Sell
464
-9
-2% -$554 ﹤0.01% 1154
2018
Q1 		$25K Buy
473
+22
+5% +$1.21K ﹤0.01% 1226
2017
Q4 		$24K Buy
451
+90
+25% +$4.34K ﹤0.01% 1268
2017
Q3 		$16K Buy
361
+7
+2% +$309 ﹤0.01% 1383
2017
Q2 		$17K Buy
354
+123
+53% +$5.87K ﹤0.01% 1322
2017
Q1 		$11K Buy
231
+72
+45% +$3.32K ﹤0.01% 1308
2016
Q4 		$7K Hold
159
– – ﹤0.01% 1323
2016
Q3 		$7K Hold
159
– – ﹤0.01% 1327
2016
Q2 		$6K Hold
159
– – ﹤0.01% 1302
2016
Q1 		$5K Sell
159
-89
-36% -$2.88K ﹤0.01% 1341
2015
Q4 		$9K Buy
+248
New +$11.3K ﹤0.01% 1219

Other funds holding LNG

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HFA
Harvest Fund Advisors Wayne, Pennsylvania $4.87B AUM 49.03% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LNG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Cheniere Energy (LNG) in Q2 2019, closing a stake of 347 shares — an estimated $24K sold.

Wealthspire Advisors (Maryland) first reported a position in LNG in Q4 2015 and held it in 14 quarters. The position peaked at $30K in Q3 2018. 550 funds tracked by Wall St. Rank hold LNG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Cheniere Energy position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 347 Cheniere Energy shares in Q2 2019, an estimated $24K.
  • Wealthspire Advisors (Maryland) first reported a position in Cheniere Energy in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Cheniere Energy position peaked at $30K in Q3 2018.
  • 550 funds tracked by Wall St. Rank held Cheniere Energy as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.