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Wealthspire Advisors (Maryland)’s ONE Gas OGS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio OGS Stock Details OGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-235
Closed -$21K – 1513
2019
Q1 		$21K Sell
235
-97
-29% -$8.15K ﹤0.01% 1257
2018
Q4 		$26K Buy
332
+20
+6% +$1.65K ﹤0.01% 1110
2018
Q3 		$26K Hold
312
– – ﹤0.01% 1206
2018
Q2 		$23K Hold
312
– – ﹤0.01% 1261
2018
Q1 		$21K Sell
312
-151
-33% -$10.2K ﹤0.01% 1283
2017
Q4 		$34K Buy
463
+34
+8% +$2.58K ﹤0.01% 1153
2017
Q3 		$32K Sell
429
-67
-14% -$4.91K ﹤0.01% 1129
2017
Q2 		$35K Buy
496
+131
+36% +$9.14K ﹤0.01% 1074
2017
Q1 		$25K Buy
365
+4
+1% +$259 ﹤0.01% 1012
2016
Q4 		$23K Buy
361
+100
+38% +$6.07K ﹤0.01% 980
2016
Q3 		$16K Sell
261
-2
-0.8% -$127 ﹤0.01% 1124
2016
Q2 		$18K Hold
263
– – ﹤0.01% 1033
2016
Q1 		$16K Sell
263
-21
-7% -$1.19K ﹤0.01% 1044
2015
Q4 		$14K Buy
+284
New +$13.7K ﹤0.01% 1096

Other funds holding OGS

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of ONE Gas (OGS) in Q2 2019, closing a stake of 235 shares — an estimated $21K sold.

Wealthspire Advisors (Maryland) first reported a position in OGS in Q4 2015 and held it in 14 quarters. The position peaked at $35K in Q2 2017. 324 funds tracked by Wall St. Rank hold OGS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining ONE Gas position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 235 ONE Gas shares in Q2 2019, an estimated $21K.
  • Wealthspire Advisors (Maryland) first reported a position in ONE Gas in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s ONE Gas position peaked at $35K in Q2 2017.
  • 324 funds tracked by Wall St. Rank held ONE Gas as of Q2 2019.

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