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Wealthspire Advisors (Maryland)’s El Pollo Loco LOCO Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio LOCO Stock Details LOCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-9
Closed – – 1326
2019
Q1 		$0 Hold
9
– – ﹤0.01% 2537
2018
Q4 		$0 Buy
+9
New +$130 ﹤0.01% 2511
2018
Q2 		– Sell
-27
Closed – – 2512
2018
Q1 		$0 Buy
+27
New +$268 ﹤0.01% 2582
2017
Q4 		– Sell
-8
Closed – – 2502
2017
Q3 		$0 Buy
+8
New +$98 ﹤0.01% 2366

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
SI
Sapience Investments Newport Beach, California $772K AUM 24.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of El Pollo Loco (LOCO) in Q2 2019, closing a stake of 9 shares.

Wealthspire Advisors (Maryland) first reported a position in LOCO in Q3 2017 and held it in 4 quarters. The position peaked at $0 in Q1 2019. 111 funds tracked by Wall St. Rank hold LOCO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining El Pollo Loco position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 9 El Pollo Loco shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in El Pollo Loco in Q3 2017 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s El Pollo Loco position peaked at $0 in Q1 2019.
  • 111 funds tracked by Wall St. Rank held El Pollo Loco as of Q2 2019.

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