Wealthspire Advisors (Maryland)
MGLN

Wealthspire Advisors (Maryland)’s Magellan Health Services, Inc. MGLN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MGLN Stock Details MGLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-73
Closed -$5K – 2314
2019
Q1 		$5K Buy
73
+36
+97% +$2.31K ﹤0.01% 1862
2018
Q4 		$2K Sell
37
-25
-40% -$1.54K ﹤0.01% 2173
2018
Q3 		$4K Buy
62
+9
+17% +$724 ﹤0.01% 1965
2018
Q2 		$5K Buy
53
+12
+29% +$1.15K ﹤0.01% 1834
2018
Q1 		$4K Buy
41
+7
+21% +$703 ﹤0.01% 1958
2017
Q4 		$3K Buy
34
+27
+386% +$2.39K ﹤0.01% 2045
2017
Q3 		$1K Buy
+7
New +$552 ﹤0.01% 2177

Other funds holding MGLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Starboard Value
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
OP
Omni Partners London, United Kingdom $2.03B AUM 126.33% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Magellan Health Services, Inc. (MGLN) in Q2 2019, closing a stake of 73 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in MGLN in Q3 2017 and held it in 7 quarters. The position peaked at $5K in Q1 2019. 199 funds tracked by Wall St. Rank hold MGLN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Magellan Health Services, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 73 Magellan Health Services, Inc. shares in Q2 2019, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in Magellan Health Services, Inc. in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Magellan Health Services, Inc. position peaked at $5K in Q1 2019.
  • 199 funds tracked by Wall St. Rank held Magellan Health Services, Inc. as of Q2 2019.

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