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Wealthspire Advisors (Maryland)’s National Bank Holdings NBHC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio NBHC Stock Details NBHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-60
Closed -$2K – 2545
2018
Q4 		$2K Buy
60
+52
+650% +$1.8K ﹤0.01% 2101
2018
Q3 		$0 Hold
8
– – ﹤0.01% 2458
2018
Q2 		$0 Buy
+8
New +$295 ﹤0.01% 2527
2017
Q4 		– Sell
-4
Closed – – 2515
2017
Q3 		$0 Buy
+4
New +$133 ﹤0.01% 2390

Other funds holding NBHC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NBHC Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of National Bank Holdings (NBHC) in Q1 2019, closing a stake of 60 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in NBHC in Q3 2017 and held it in 4 quarters. The position peaked at $2K in Q4 2018. 133 funds tracked by Wall St. Rank hold NBHC as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining National Bank Holdings position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 60 National Bank Holdings shares in Q1 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in National Bank Holdings in Q3 2017 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s National Bank Holdings position peaked at $2K in Q4 2018.
  • 133 funds tracked by Wall St. Rank held National Bank Holdings as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.