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Wealthspire Advisors (Maryland)’s Owens Corning OC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio OC Stock Details OC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-92
Closed -$4K – 1505
2019
Q1 		$4K Sell
92
-18
-16% -$880 ﹤0.01% 1914
2018
Q4 		$5K Buy
110
+4
+4% +$194 ﹤0.01% 1743
2018
Q3 		$6K Sell
106
-15
-12% -$904 ﹤0.01% 1737
2018
Q2 		$8K Sell
121
-142
-54% -$9.8K ﹤0.01% 1622
2018
Q1 		$21K Buy
263
+59
+29% +$5.14K ﹤0.01% 1282
2017
Q4 		$19K Buy
204
+2
+1% +$168 ﹤0.01% 1347
2017
Q3 		$16K Sell
202
-8
-4% -$560 ﹤0.01% 1384
2017
Q2 		$14K Sell
210
-101
-32% -$6.33K ﹤0.01% 1398
2017
Q1 		$19K Buy
311
+216
+227% +$12.4K ﹤0.01% 1103
2016
Q4 		$5K Buy
95
+11
+13% +$570 ﹤0.01% 1391
2016
Q3 		$4K Hold
84
– – ﹤0.01% 1435
2016
Q2 		$4K Sell
84
-90
-52% -$4.48K ﹤0.01% 1386
2016
Q1 		$8K Buy
174
+90
+107% +$4K ﹤0.01% 1233
2015
Q4 		$4K Buy
+84
New +$3.86K ﹤0.01% 1404

Other funds holding OC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Owens Corning (OC) in Q2 2019, closing a stake of 92 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in OC in Q4 2015 and held it in 14 quarters. The position peaked at $21K in Q1 2018. 358 funds tracked by Wall St. Rank hold OC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Owens Corning position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 92 Owens Corning shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Owens Corning in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Owens Corning position peaked at $21K in Q1 2018.
  • 358 funds tracked by Wall St. Rank held Owens Corning as of Q2 2019.

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