WAM
NWPX icon

Wealthspire Advisors (Maryland)’s NWPX Infrastructure Inc NWPX Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio NWPX Stock Details NWPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,800
Closed -$34K – 2518
2017
Q3 		$34K Hold
1,800
– – ﹤0.01% 1107
2017
Q2 		$29K Buy
+1,800
New +$26.5K ﹤0.01% 1133

Other funds holding NWPX

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
DP
DDD Partners Bellevue, Washington $1.45B AUM 9.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NWPX Position: Q4 2017 in Review

Wealthspire Advisors (Maryland) sold out of NWPX Infrastructure Inc (NWPX) in Q4 2017, closing a stake of 1,800 shares — an estimated $34K sold.

Wealthspire Advisors (Maryland) first reported a position in NWPX in Q2 2017 and held it in 2 quarters. The position peaked at $34K in Q3 2017. 71 funds tracked by Wall St. Rank hold NWPX as of Q4 2017.

  • Wealthspire Advisors (Maryland) reported no remaining NWPX Infrastructure Inc position as of Q4 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,800 NWPX Infrastructure Inc shares in Q4 2017, an estimated $34K.
  • Wealthspire Advisors (Maryland) first reported a position in NWPX Infrastructure Inc in Q2 2017 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s NWPX Infrastructure Inc position peaked at $34K in Q3 2017.
  • 71 funds tracked by Wall St. Rank held NWPX Infrastructure Inc as of Q4 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2017, filed 7 Feb 2018.