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Wealthspire Advisors (Maryland)’s OFG Bancorp OFG Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio OFG Stock Details OFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-92
Closed -$2K – 1510
2019
Q1 		$2K Hold
92
– – ﹤0.01% 2177
2018
Q4 		$2K Buy
92
+72
+360% +$1.21K ﹤0.01% 2104
2018
Q3 		$0 Hold
20
– – ﹤0.01% 2464
2018
Q2 		$0 Hold
20
– – ﹤0.01% 2531
2018
Q1 		$0 Buy
20
+2
+11% +$21 ﹤0.01% 2596
2017
Q4 		$0 Buy
18
+8
+80% +$72 ﹤0.01% 2519
2017
Q3 		$0 Buy
+10
New +$95 ﹤0.01% 2398

Other funds holding OFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
XSC
X-Square Capital Guaynabo, Puerto Rico $297M AUM 32.87% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of OFG Bancorp (OFG) in Q2 2019, closing a stake of 92 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in OFG in Q3 2017 and held it in 7 quarters. The position peaked at $2K in Q1 2019. 180 funds tracked by Wall St. Rank hold OFG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining OFG Bancorp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 92 OFG Bancorp shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in OFG Bancorp in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s OFG Bancorp position peaked at $2K in Q1 2019.
  • 180 funds tracked by Wall St. Rank held OFG Bancorp as of Q2 2019.

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