WAM
MN

Wealthspire Advisors (Maryland)’s MANNING & NAPIER, INC. MN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MN Stock Details MN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,100
Closed -$8K – 2047
2016
Q4 		$8K Hold
1,100
– – ﹤0.01% 1304
2016
Q3 		$8K Hold
1,100
– – ﹤0.01% 1305
2016
Q2 		$10K Hold
1,100
– – ﹤0.01% 1212
2016
Q1 		$9K Hold
1,100
– – ﹤0.01% 1221
2015
Q4 		$9K Buy
+1,100
New +$9.32K ﹤0.01% 1232

Other funds holding MN

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MN Position: Q1 2017 in Review

Wealthspire Advisors (Maryland) sold out of MANNING & NAPIER, INC. (MN) in Q1 2017, closing a stake of 1,100 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in MN in Q4 2015 and held it in 5 quarters. The position peaked at $10K in Q2 2016. 82 funds tracked by Wall St. Rank hold MN as of Q1 2017.

  • Wealthspire Advisors (Maryland) reported no remaining MANNING & NAPIER, INC. position as of Q1 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,100 MANNING & NAPIER, INC. shares in Q1 2017, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in MANNING & NAPIER, INC. in Q4 2015 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s MANNING & NAPIER, INC. position peaked at $10K in Q2 2016.
  • 82 funds tracked by Wall St. Rank held MANNING & NAPIER, INC. as of Q1 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2017, filed 9 May 2017.