WAM
MRC

Wealthspire Advisors (Maryland)’s MRC Global MRC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MRC Stock Details MRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-10
Closed – – 2511
2017
Q3 		$0 Buy
+10
New +$164 ﹤0.01% 2380
2016
Q4 		– Sell
-693
Closed -$11K – 1811
2016
Q3 		$11K Buy
+693
New +$9.93K ﹤0.01% 1234
2016
Q1 		– Sell
-26
Closed – – 1809
2015
Q4 		$0 Buy
+26
New +$342 ﹤0.01% 1754

Other funds holding MRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s MRC Position: Q4 2017 in Review

Wealthspire Advisors (Maryland) sold out of MRC Global (MRC) in Q4 2017, closing a stake of 10 shares.

Wealthspire Advisors (Maryland) first reported a position in MRC in Q4 2015 and held it in 3 quarters. The position peaked at $11K in Q3 2016. 165 funds tracked by Wall St. Rank hold MRC as of Q4 2017.

  • Wealthspire Advisors (Maryland) reported no remaining MRC Global position as of Q4 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 10 MRC Global shares in Q4 2017.
  • Wealthspire Advisors (Maryland) first reported a position in MRC Global in Q4 2015 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s MRC Global position peaked at $11K in Q3 2016.
  • 165 funds tracked by Wall St. Rank held MRC Global as of Q4 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2017, filed 7 Feb 2018.