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Wealthspire Advisors (Maryland)’s Monarch Casino & Resort MCRI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MCRI Stock Details MCRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-32
Closed -$1K – 1361
2019
Q1 		$1K Hold
32
– – ﹤0.01% 2355
2018
Q4 		$1K Buy
32
+28
+700% +$1.14K ﹤0.01% 2292
2018
Q3 		$0 Hold
4
– – ﹤0.01% 2453
2018
Q2 		$0 Hold
4
– – ﹤0.01% 2520
2018
Q1 		$0 Hold
4
– – ﹤0.01% 2588
2017
Q4 		$0 Hold
4
– – ﹤0.01% 2508
2017
Q3 		$0 Buy
+4
New +$135 ﹤0.01% 2374

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LCM
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JP Morgan Chase
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Vanguard Group
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Monarch Casino & Resort (MCRI) in Q2 2019, closing a stake of 32 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in MCRI in Q3 2017 and held it in 7 quarters. The position peaked at $1K in Q1 2019. 112 funds tracked by Wall St. Rank hold MCRI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Monarch Casino & Resort position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 32 Monarch Casino & Resort shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Monarch Casino & Resort in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Monarch Casino & Resort position peaked at $1K in Q1 2019.
  • 112 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q2 2019.

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