WAM
NORD

Wealthspire Advisors (Maryland)’s Nord Anglia Education, Inc. NORD Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio NORD Stock Details NORD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-190
Closed -$4K – 1986
2015
Q4 		$4K Buy
+190
New +$3.8K ﹤0.01% 1436

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TCM
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Massachusetts Financial Services
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Ameriprise
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Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NORD Position: Q1 2016 in Review

Wealthspire Advisors (Maryland) sold out of Nord Anglia Education, Inc. (NORD) in Q1 2016, closing a stake of 190 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in NORD in Q4 2015 and held it in 1 quarter. The position peaked at $4K in Q4 2015. 54 funds tracked by Wall St. Rank hold NORD as of Q1 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Nord Anglia Education, Inc. position as of Q1 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 190 Nord Anglia Education, Inc. shares in Q1 2016, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Nord Anglia Education, Inc. in Q4 2015 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Nord Anglia Education, Inc. position peaked at $4K in Q4 2015.
  • 54 funds tracked by Wall St. Rank held Nord Anglia Education, Inc. as of Q1 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2016, filed 6 May 2016.