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Wealthspire Advisors (Maryland)’s Medpace MEDP Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MEDP Stock Details MEDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-400
Closed -$24K – 1370
2019
Q1 		$24K Hold
400
– – ﹤0.01% 1203
2018
Q4 		$21K Sell
400
-300
-43% -$16.5K ﹤0.01% 1189
2018
Q3 		$42K Hold
700
– – ﹤0.01% 1028
2018
Q2 		$30K Hold
700
– – ﹤0.01% 1156
2018
Q1 		$24K Hold
700
– – ﹤0.01% 1241
2017
Q4 		$25K Hold
700
– – ﹤0.01% 1255
2017
Q3 		$22K Hold
700
– – ﹤0.01% 1274
2017
Q2 		$20K Buy
+700
New +$19.6K ﹤0.01% 1271

Other funds holding MEDP

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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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Medpace (MEDP) in Q2 2019, closing a stake of 400 shares — an estimated $24K sold.

Wealthspire Advisors (Maryland) first reported a position in MEDP in Q2 2017 and held it in 8 quarters. The position peaked at $42K in Q3 2018. 225 funds tracked by Wall St. Rank hold MEDP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Medpace position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 400 Medpace shares in Q2 2019, an estimated $24K.
  • Wealthspire Advisors (Maryland) first reported a position in Medpace in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Medpace position peaked at $42K in Q3 2018.
  • 225 funds tracked by Wall St. Rank held Medpace as of Q2 2019.

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