WAM
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Wealthspire Advisors (Maryland)’s OneMain Financial OMF Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio OMF Stock Details OMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-161
Closed -$5K – 1522
2019
Q1 		$5K Sell
161
-19
-11% -$588 ﹤0.01% 1835
2018
Q4 		$4K Buy
180
+11
+7% +$313 ﹤0.01% 1842
2018
Q3 		$6K Hold
169
– – ﹤0.01% 1738
2018
Q2 		$6K Sell
169
-373
-69% -$12.1K ﹤0.01% 1730
2018
Q1 		$16K Hold
542
– – ﹤0.01% 1374
2017
Q4 		$14K Hold
542
– – ﹤0.01% 1460
2017
Q3 		$15K Hold
542
– – ﹤0.01% 1414
2017
Q2 		$13K Sell
542
-13
-2% -$306 ﹤0.01% 1437
2017
Q1 		$14K Buy
+555
New +$13.9K ﹤0.01% 1204
2016
Q2 		– Sell
-18
Closed – – 1778
2016
Q1 		$0 Buy
+18
New +$487 ﹤0.01% 1813

Other funds holding OMF

AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return