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Wealthspire Advisors (Maryland)’s Marcus Corp MCS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MCS Stock Details MCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-76
Closed -$3K – 1362
2019
Q1 		$3K Hold
76
– – ﹤0.01% 2022
2018
Q4 		$3K Hold
76
– – ﹤0.01% 1962
2018
Q3 		$3K Hold
76
– – ﹤0.01% 2049
2018
Q2 		$2K Hold
76
– – ﹤0.01% 2169
2018
Q1 		$2K Hold
76
– – ﹤0.01% 2185
2017
Q4 		$2K Buy
+76
New +$2.09K ﹤0.01% 2140

Other funds holding MCS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Marcus Corp (MCS) in Q2 2019, closing a stake of 76 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in MCS in Q4 2017 and held it in 6 quarters. The position peaked at $3K in Q1 2019. 187 funds tracked by Wall St. Rank hold MCS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Marcus Corp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 76 Marcus Corp shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Marcus Corp in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Marcus Corp position peaked at $3K in Q1 2019.
  • 187 funds tracked by Wall St. Rank held Marcus Corp as of Q2 2019.

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