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Wealthspire Advisors (Maryland)’s Natural Health Trends NHTC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio NHTC Stock Details NHTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-300
Closed -$8K – 1814
2016
Q3 		$8K Hold
300
– – ﹤0.01% 1294
2016
Q2 		$8K Hold
300
– – ﹤0.01% 1239
2016
Q1 		$10K Hold
300
– – ﹤0.01% 1186
2015
Q4 		$10K Buy
+300
New +$13.2K ﹤0.01% 1197

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JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
MHP
Manatuck Hill Partners Westport, Connecticut $370M AUM 95.53% 1-Year Est. Return
SIM
Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NHTC Position: Q4 2016 in Review

Wealthspire Advisors (Maryland) sold out of Natural Health Trends (NHTC) in Q4 2016, closing a stake of 300 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in NHTC in Q4 2015 and held it in 4 quarters. The position peaked at $10K in Q1 2016. 75 funds tracked by Wall St. Rank hold NHTC as of Q4 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Natural Health Trends position as of Q4 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 300 Natural Health Trends shares in Q4 2016, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in Natural Health Trends in Q4 2015 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Natural Health Trends position peaked at $10K in Q1 2016.
  • 75 funds tracked by Wall St. Rank held Natural Health Trends as of Q4 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2016, filed 6 Feb 2017.