Wealthspire Advisors (Maryland)
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Wealthspire Advisors (Maryland)’s Neenah, Inc. Common Stock NP Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio NP Stock Details NP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-45
Closed -$3K – 2287
2019
Q1 		$3K Hold
45
– – ﹤0.01% 2084
2018
Q4 		$3K Sell
45
-3
-6% -$217 ﹤0.01% 2020
2018
Q3 		$4K Buy
48
+18
+60% +$1.61K ﹤0.01% 1961
2018
Q2 		$3K Buy
30
+7
+30% +$568 ﹤0.01% 2081
2018
Q1 		$2K Hold
23
– – ﹤0.01% 2245
2017
Q4 		$2K Buy
23
+19
+475% +$1.67K ﹤0.01% 2203
2017
Q3 		$0 Buy
+4
New +$317 ﹤0.01% 2537

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Vanguard Group
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Macquarie Group
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Aberdeen Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Neenah, Inc. Common Stock (NP) in Q2 2019, closing a stake of 45 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in NP in Q3 2017 and held it in 7 quarters. The position peaked at $4K in Q3 2018. 192 funds tracked by Wall St. Rank hold NP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Neenah, Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 45 Neenah, Inc. Common Stock shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Neenah, Inc. Common Stock in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Neenah, Inc. Common Stock position peaked at $4K in Q3 2018.
  • 192 funds tracked by Wall St. Rank held Neenah, Inc. Common Stock as of Q2 2019.

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