WAM
P

Wealthspire Advisors (Maryland)’s Everpure Inc P Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-337
Closed -$7K – 1630
2019
Q1 		$7K Buy
337
+131
+64% +$2.49K ﹤0.01% 1690
2018
Q4 		$3K Buy
206
+177
+610% +$3.49K ﹤0.01% 1972
2018
Q3 		$1K Sell
29
-4
-12% -$99 ﹤0.01% 2316
2018
Q2 		$1K Buy
+33
New +$726 ﹤0.01% 2349

Other funds holding P

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Everpure Inc (P) in Q2 2019, closing a stake of 337 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in P in Q2 2018 and held it in 4 quarters. The position peaked at $7K in Q1 2019. 243 funds tracked by Wall St. Rank hold P as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Everpure Inc position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 337 Everpure Inc shares in Q2 2019, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Everpure Inc in Q2 2018 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Everpure Inc position peaked at $7K in Q1 2019.
  • 243 funds tracked by Wall St. Rank held Everpure Inc as of Q2 2019.

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