WAM
NTL

Wealthspire Advisors (Maryland)’s Nortel Invesora 1/20 Ser B Shr NTL Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio NTL Stock Details NTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-65
Closed -$2K – 1917
2016
Q3 		$2K Hold
65
– – ﹤0.01% 1598
2016
Q2 		$2K Buy
+65
New +$1.7K ﹤0.01% 1566

Other funds holding NTL

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
EC
EMS Capital New York $944M AUM 17.76% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Nortel Invesora 1/20 Ser B Shr (NTL) in Q4 2016, closing a stake of 65 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in NTL in Q2 2016 and held it in 2 quarters. The position peaked at $2K in Q3 2016. 21 funds tracked by Wall St. Rank hold NTL as of Q4 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Nortel Invesora 1/20 Ser B Shr position as of Q4 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 65 Nortel Invesora 1/20 Ser B Shr shares in Q4 2016, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Nortel Invesora 1/20 Ser B Shr in Q2 2016 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Nortel Invesora 1/20 Ser B Shr position peaked at $2K in Q3 2016.
  • 21 funds tracked by Wall St. Rank held Nortel Invesora 1/20 Ser B Shr as of Q4 2016.

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