WAM
NWY

Wealthspire Advisors (Maryland)’s New York & Co Inc NWY Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio NWY Stock Details NWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-264
Closed -$1K – 2680
2018
Q1 		$1K Sell
264
-124
-32% -$368 ﹤0.01% 2468
2017
Q4 		$1K Hold
388
– – ﹤0.01% 2405
2017
Q3 		$1K Hold
388
– – ﹤0.01% 2202
2017
Q2 		$1K Hold
388
– – ﹤0.01% 2163
2017
Q1 		$1K Buy
+388
New +$853 ﹤0.01% 1894
2016
Q2 		– Sell
-125
Closed – – 1870
2016
Q1 		$0 Buy
+125
New +$310 ﹤0.01% 1914

Other funds holding NWY

PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SCM
Signia Capital Management Spokane, Washington $55.7M AUM 10.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NWY Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of New York & Co Inc (NWY) in Q2 2018, closing a stake of 264 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in NWY in Q1 2016 and held it in 6 quarters. The position peaked at $1K in Q1 2018. 74 funds tracked by Wall St. Rank hold NWY as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining New York & Co Inc position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 264 New York & Co Inc shares in Q2 2018, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in New York & Co Inc in Q1 2016 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s New York & Co Inc position peaked at $1K in Q1 2018.
  • 74 funds tracked by Wall St. Rank held New York & Co Inc as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.