WAM
MVBF icon

Wealthspire Advisors (Maryland)’s MVB Financial MVBF Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio MVBF Stock Details MVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,750
Closed -$27K – 1435
2019
Q1 		$27K Hold
1,750
– – ﹤0.01% 1156
2018
Q4 		$32K Hold
1,750
– – ﹤0.01% 1030
2018
Q3 		$32K Hold
1,750
– – ﹤0.01% 1123
2018
Q2 		$32K Hold
1,750
– – ﹤0.01% 1126
2018
Q1 		$35K Buy
1,750
+500
+40% +$9.82K ﹤0.01% 1116
2017
Q4 		$25K Buy
+1,250
New +$24.4K ﹤0.01% 1258

Other funds holding MVBF

EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of MVB Financial (MVBF) in Q2 2019, closing a stake of 1,750 shares — an estimated $27K sold.

Wealthspire Advisors (Maryland) first reported a position in MVBF in Q4 2017 and held it in 6 quarters. The position peaked at $35K in Q1 2018. 44 funds tracked by Wall St. Rank hold MVBF as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining MVB Financial position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,750 MVB Financial shares in Q2 2019, an estimated $27K.
  • Wealthspire Advisors (Maryland) first reported a position in MVB Financial in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s MVB Financial position peaked at $35K in Q1 2018.
  • 44 funds tracked by Wall St. Rank held MVB Financial as of Q2 2019.

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