Wealthspire Advisors (Maryland)’s Orthofix Medical OFIX Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio OFIX Stock Details OFIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-36	Closed	-$2K	–	2465
2018 Q2	$2K	Buy	36 +13	+57%	+$740	﹤0.01%	2178
2018 Q1	$1K	Hold	23	–	–	﹤0.01%	2372
2017 Q4	$1K	Buy	23 +21	+1,050%	+$1.09K	﹤0.01%	2316
2017 Q3	$0	Buy	+2	New	+$94	﹤0.01%	2399

Other funds holding OFIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SBH

Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s OFIX Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Orthofix Medical (OFIX) in Q3 2018, closing a stake of 36 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in OFIX in Q3 2017 and held it in 4 quarters. The position peaked at $2K in Q2 2018. 162 funds tracked by Wall St. Rank hold OFIX as of Q3 2018.

Wealthspire Advisors (Maryland) reported no remaining Orthofix Medical position as of Q3 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 36 Orthofix Medical shares in Q3 2018, an estimated $2K.
Wealthspire Advisors (Maryland) first reported a position in Orthofix Medical in Q3 2017 and held it in 4 quarters.
Wealthspire Advisors (Maryland)'s Orthofix Medical position peaked at $2K in Q2 2018.
162 funds tracked by Wall St. Rank held Orthofix Medical as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.