WAM
NJ

Wealthspire Advisors (Maryland)’s NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK NJ Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio NJ Stock Details NJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-17,520
Closed -$329K – 1883
2016
Q2 		$329K Buy
17,520
+3,060
+21% +$52.7K 0.05% 234
2016
Q1 		$248K Buy
14,460
+7,535
+109% +$128K 0.04% 299
2015
Q4 		$126K Buy
+6,925
New +$129K 0.02% 473

Other funds holding NJ

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HGI
Hansberger Growth Investors Madison, Wisconsin $88.2M AUM 24.07% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
GA
Geneva Advisors Chicago, Illinois $5.81B AUM 23.71% 1-Year Est. Return
AIA
Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return
JMH
J.M. Hartwell New York $560M AUM 7.14% 1-Year Est. Return
PPCM
Pillar Pacific Capital Management Pacifica, California $1.29B AUM 80.18% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
CIM
CIM Investment Management Pittsburgh, Pennsylvania $375M AUM 32.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NJ Position: Q3 2016 in Review

Wealthspire Advisors (Maryland) sold out of NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK (NJ) in Q3 2016, closing a stake of 17,520 shares — an estimated $329K sold.

Wealthspire Advisors (Maryland) first reported a position in NJ in Q4 2015 and held it in 3 quarters. The position peaked at $329K in Q2 2016. 17 funds tracked by Wall St. Rank hold NJ as of Q3 2016.

  • Wealthspire Advisors (Maryland) reported no remaining NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK position as of Q3 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 17,520 NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK shares in Q3 2016, an estimated $329K.
  • Wealthspire Advisors (Maryland) first reported a position in NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK in Q4 2015 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK position peaked at $329K in Q2 2016.
  • 17 funds tracked by Wall St. Rank held NIDEC CP (NIHON KABUSHIKI KAISHA)1 ADS REPTG .25 SH COM STK as of Q3 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2016, filed 4 Nov 2016.