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Wealthspire Advisors (Maryland)’s Mine Safety MSA Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-139
Closed -$14K – 1411
2019
Q1 		$14K Sell
139
-33
-19% -$3.32K ﹤0.01% 1406
2018
Q4 		$16K Sell
172
-7
-4% -$715 ﹤0.01% 1297
2018
Q3 		$19K Buy
179
+31
+21% +$3.13K ﹤0.01% 1324
2018
Q2 		$14K Buy
+148
New +$13.4K ﹤0.01% 1437

Other funds holding MSA

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Mine Safety (MSA) in Q2 2019, closing a stake of 139 shares — an estimated $14K sold.

Wealthspire Advisors (Maryland) first reported a position in MSA in Q2 2018 and held it in 4 quarters. The position peaked at $19K in Q3 2018. 231 funds tracked by Wall St. Rank hold MSA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Mine Safety position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 139 Mine Safety shares in Q2 2019, an estimated $14K.
  • Wealthspire Advisors (Maryland) first reported a position in Mine Safety in Q2 2018 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Mine Safety position peaked at $19K in Q3 2018.
  • 231 funds tracked by Wall St. Rank held Mine Safety as of Q2 2019.

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