WAM
MDR

Wealthspire Advisors (Maryland)’s McDermott International MDR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MDR Stock Details MDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-729
Closed -$5K – 2426
2019
Q1 		$5K Buy
729
+142
+24% +$1.17K ﹤0.01% 1870
2018
Q4 		$4K Buy
587
+432
+279% +$4.56K ﹤0.01% 1892
2018
Q3 		$3K Buy
155
+3
+2% +$56 ﹤0.01% 2105
2018
Q2 		$3K Sell
152
-65
-30% -$1.32K ﹤0.01% 2089
2018
Q1 		$4K Sell
217
-175
-45% -$4K ﹤0.01% 1962
2017
Q4 		$8K Buy
392
+66
+20% +$1.4K ﹤0.01% 1702
2017
Q3 		$7K Buy
326
+11
+3% +$221 ﹤0.01% 1713
2017
Q2 		$7K Buy
315
+93
+42% +$1.82K ﹤0.01% 1684
2017
Q1 		$4K Buy
222
+187
+534% +$4.12K ﹤0.01% 1593
2016
Q4 		$1K Hold
35
– – ﹤0.01% 1714
2016
Q3 		$1K Hold
35
– – ﹤0.01% 1690
2016
Q2 		$1K Sell
35
-23
-40% -$310 ﹤0.01% 1656
2016
Q1 		$1K Buy
58
+27
+87% +$256 ﹤0.01% 1702
2015
Q4 		$0 Buy
+31
New +$425 ﹤0.01% 1802

Other funds holding MDR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KCM
Kingstown Capital Management New York $30.4M AUM 3.71% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of McDermott International (MDR) in Q2 2019, closing a stake of 729 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in MDR in Q4 2015 and held it in 14 quarters. The position peaked at $8K in Q4 2017. 280 funds tracked by Wall St. Rank hold MDR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining McDermott International position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 729 McDermott International shares in Q2 2019, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in McDermott International in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s McDermott International position peaked at $8K in Q4 2017.
  • 280 funds tracked by Wall St. Rank held McDermott International as of Q2 2019.

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