Wealthspire Advisors (Maryland)’s Mistras Group MG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-2,700	Closed	-$37K	–	1375
2019 Q1	$37K	Buy	2,700 +2,000	+286%	+$29.9K	﹤0.01%	1019
2018 Q4	$10K	Hold	700	–	–	﹤0.01%	1468
2018 Q3	$15K	Hold	700	–	–	﹤0.01%	1406
2018 Q2	$13K	Hold	700	–	–	﹤0.01%	1455
2018 Q1	$13K	Hold	700	–	–	﹤0.01%	1465
2017 Q4	$16K	Hold	700	–	–	﹤0.01%	1400
2017 Q3	$14K	Hold	700	–	–	﹤0.01%	1441
2017 Q2	$15K	Hold	700	–	–	﹤0.01%	1364
2017 Q1	$15K	Hold	700	–	–	﹤0.01%	1179
2016 Q4	$18K	Hold	700	–	–	﹤0.01%	1050
2016 Q3	$16K	Hold	700	–	–	﹤0.01%	1121
2016 Q2	$17K	Hold	700	–	–	﹤0.01%	1046
2016 Q1	$17K	Sell	700 -1,000	-59%	-$22.1K	﹤0.01%	1019
2015 Q4	$32K	Buy	+1,700	New	+$32.9K	0.01%	825

Other funds holding MG

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

BRIM

Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

RCM

Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Mistras Group (MG) in Q2 2019, closing a stake of 2,700 shares — an estimated $37K sold.

Wealthspire Advisors (Maryland) first reported a position in MG in Q4 2015 and held it in 14 quarters. The position peaked at $37K in Q1 2019. 90 funds tracked by Wall St. Rank hold MG as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Mistras Group position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 2,700 Mistras Group shares in Q2 2019, an estimated $37K.
Wealthspire Advisors (Maryland) first reported a position in Mistras Group in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Mistras Group position peaked at $37K in Q1 2019.
90 funds tracked by Wall St. Rank held Mistras Group as of Q2 2019.

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