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Wealthspire Advisors (Maryland)’s Grand Canyon Education LOPE Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio LOPE Stock Details LOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-786
Closed -$90K – 1327
2019
Q1 		$90K Buy
786
+118
+18% +$12.2K 0.01% 675
2018
Q4 		$64K Buy
668
+150
+29% +$17.4K 0.01% 756
2018
Q3 		$58K Buy
518
+106
+26% +$12.4K ﹤0.01% 915
2018
Q2 		$46K Sell
412
-4
-1% -$439 ﹤0.01% 1004
2018
Q1 		$44K Sell
416
-769
-65% -$74.3K ﹤0.01% 1032
2017
Q4 		$106K Sell
1,185
-309
-21% -$28K 0.01% 692
2017
Q3 		$136K Buy
1,494
+370
+33% +$29.7K 0.01% 602
2017
Q2 		$88K Sell
1,124
-1,573
-58% -$120K 0.01% 738
2017
Q1 		$193K Buy
2,697
+129
+5% +$8.01K 0.03% 405
2016
Q4 		$150K Sell
2,568
-1,502
-37% -$76.8K 0.02% 454
2016
Q3 		$164K Buy
4,070
+131
+3% +$5.45K 0.03% 438
2016
Q2 		$157K Buy
3,939
+239
+6% +$10.1K 0.03% 430
2016
Q1 		$158K Buy
3,700
+225
+6% +$8.67K 0.03% 413
2015
Q4 		$139K Buy
+3,475
New +$137K 0.03% 453

Other funds holding LOPE

Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Grand Canyon Education (LOPE) in Q2 2019, closing a stake of 786 shares — an estimated $90K sold.

Wealthspire Advisors (Maryland) first reported a position in LOPE in Q4 2015 and held it in 14 quarters. The position peaked at $193K in Q1 2017. 288 funds tracked by Wall St. Rank hold LOPE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Grand Canyon Education position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 786 Grand Canyon Education shares in Q2 2019, an estimated $90K.
  • Wealthspire Advisors (Maryland) first reported a position in Grand Canyon Education in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Grand Canyon Education position peaked at $193K in Q1 2017.
  • 288 funds tracked by Wall St. Rank held Grand Canyon Education as of Q2 2019.

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