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Wealthspire Advisors (Maryland)’s Marcus & Millichap MMI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MMI Stock Details MMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-4
Closed – – 1392
2019
Q1 		$0 Hold
4
– – ﹤0.01% 2542
2018
Q4 		$0 Buy
+4
New +$137 ﹤0.01% 2518

Other funds holding MMI

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Marcus & Millichap (MMI) in Q2 2019, closing a stake of 4 shares.

Wealthspire Advisors (Maryland) first reported a position in MMI in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q1 2019. 158 funds tracked by Wall St. Rank hold MMI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Marcus & Millichap position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4 Marcus & Millichap shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in Marcus & Millichap in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Marcus & Millichap position peaked at $0 in Q1 2019.
  • 158 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2019.

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