Wealthspire Advisors (Maryland)’s Landstar System LSTR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio LSTR Stock Details LSTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-193	Closed	-$21K	–	1334
2019 Q1	$21K	Buy	193 +11	+6%	+$1.16K	﹤0.01%	1254
2018 Q4	$17K	Sell	182 -117	-39%	-$12.1K	﹤0.01%	1267
2018 Q3	$36K	Buy	299 +296	+9,867%	+$34.3K	﹤0.01%	1079
2018 Q2	$0	Sell	3 -5	-63%	-$549	﹤0.01%	2515
2018 Q1	$1K	Sell	8 -72	-90%	-$7.89K	﹤0.01%	2356
2017 Q4	$8K	Sell	80 -94	-54%	-$9.44K	﹤0.01%	1679
2017 Q3	$17K	Hold	174	–	–	﹤0.01%	1353
2017 Q2	$15K	Buy	174 +74	+74%	+$6.27K	﹤0.01%	1363
2017 Q1	$9K	Buy	+100	New	+$8.55K	﹤0.01%	1366

Other funds holding LSTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Landstar System (LSTR) in Q2 2019, closing a stake of 193 shares — an estimated $21K sold.

Wealthspire Advisors (Maryland) first reported a position in LSTR in Q1 2017 and held it in 9 quarters. The position peaked at $36K in Q3 2018. 336 funds tracked by Wall St. Rank hold LSTR as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Landstar System position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 193 Landstar System shares in Q2 2019, an estimated $21K.
Wealthspire Advisors (Maryland) first reported a position in Landstar System in Q1 2017 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s Landstar System position peaked at $36K in Q3 2018.
336 funds tracked by Wall St. Rank held Landstar System as of Q2 2019.

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