WAM
MINI

Wealthspire Advisors (Maryland)’s Mobile Mini Inc MINI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MINI Stock Details MINI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-556
Closed -$19K – 2405
2019
Q1 		$19K Buy
556
+88
+19% +$3.13K ﹤0.01% 1308
2018
Q4 		$15K Sell
468
-51
-10% -$1.98K ﹤0.01% 1335
2018
Q3 		$23K Sell
519
-23
-4% -$1.02K ﹤0.01% 1264
2018
Q2 		$25K Buy
542
+39
+8% +$1.76K ﹤0.01% 1231
2018
Q1 		$22K Buy
503
+35
+7% +$1.43K ﹤0.01% 1272
2017
Q4 		$16K Hold
468
– – ﹤0.01% 1417
2017
Q3 		$16K Buy
468
+8
+2% +$246 ﹤0.01% 1390
2017
Q2 		$14K Hold
460
– – ﹤0.01% 1414
2017
Q1 		$14K Hold
460
– – ﹤0.01% 1214
2016
Q4 		$14K Hold
460
– – ﹤0.01% 1126
2016
Q3 		$14K Hold
460
– – ﹤0.01% 1170
2016
Q2 		$16K Buy
460
+450
+4,500% +$15K ﹤0.01% 1082
2016
Q1 		$0 Hold
10
– – ﹤0.01% 1897
2015
Q4 		$0 Buy
+10
New +$337 ﹤0.01% 1798

Other funds holding MINI

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Mobile Mini Inc (MINI) in Q2 2019, closing a stake of 556 shares — an estimated $19K sold.

Wealthspire Advisors (Maryland) first reported a position in MINI in Q4 2015 and held it in 14 quarters. The position peaked at $25K in Q2 2018. 170 funds tracked by Wall St. Rank hold MINI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Mobile Mini Inc position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 556 Mobile Mini Inc shares in Q2 2019, an estimated $19K.
  • Wealthspire Advisors (Maryland) first reported a position in Mobile Mini Inc in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Mobile Mini Inc position peaked at $25K in Q2 2018.
  • 170 funds tracked by Wall St. Rank held Mobile Mini Inc as of Q2 2019.

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