Wealthspire Advisors (Maryland)’s NewMarket NEU Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio NEU Stock Details NEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-73	Closed	-$32K	–	1451
2019 Q1	$32K	Sell	73 -13	-15%	-$5.5K	﹤0.01%	1082
2018 Q4	$35K	Hold	86	–	–	﹤0.01%	996
2018 Q3	$35K	Buy	86 +3	+4%	+$1.2K	﹤0.01%	1092
2018 Q2	$34K	Sell	83 -151	-65%	-$59.1K	﹤0.01%	1103
2018 Q1	$94K	Sell	234 -298	-56%	-$121K	0.01%	738
2017 Q4	$211K	Sell	532 -32	-6%	-$13K	0.02%	466
2017 Q3	$240K	Sell	564 -90	-14%	-$39.3K	0.03%	415
2017 Q2	$301K	Buy	654 +144	+28%	+$66.4K	0.04%	342
2017 Q1	$231K	Buy	+510	New	+$223K	0.03%	352

Other funds holding NEU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of NewMarket (NEU) in Q2 2019, closing a stake of 73 shares — an estimated $32K sold.

Wealthspire Advisors (Maryland) first reported a position in NEU in Q1 2017 and held it in 9 quarters. The position peaked at $301K in Q2 2017. 269 funds tracked by Wall St. Rank hold NEU as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining NewMarket position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 73 NewMarket shares in Q2 2019, an estimated $32K.
Wealthspire Advisors (Maryland) first reported a position in NewMarket in Q1 2017 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s NewMarket position peaked at $301K in Q2 2017.
269 funds tracked by Wall St. Rank held NewMarket as of Q2 2019.

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