Wealthspire Advisors (Maryland)’s Verifone Systems Inc PAY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-145	Closed	-$3K	–	2611
2018 Q2	$3K	Sell	145 -2,125	-94%	-$47K	﹤0.01%	2097
2018 Q1	$35K	Buy	2,270 +103	+5%	+$1.8K	﹤0.01%	1121
2017 Q4	$38K	Sell	2,167 -94	-4%	-$1.75K	﹤0.01%	1121
2017 Q3	$46K	Sell	2,261 -542	-19%	-$10.6K	0.01%	1015
2017 Q2	$51K	Buy	2,803 +849	+43%	+$15.3K	0.01%	947
2017 Q1	$37K	Buy	1,954 +937	+92%	+$17.9K	0.01%	896
2016 Q4	$18K	Sell	1,017 -171	-14%	-$2.84K	﹤0.01%	1060
2016 Q3	$19K	Buy	1,188 +249	+27%	+$4.52K	﹤0.01%	1079
2016 Q2	$17K	Sell	939 -699	-43%	-$17.7K	﹤0.01%	1056
2016 Q1	$46K	Buy	1,638 +545	+50%	+$13.5K	0.01%	726
2015 Q4	$31K	Buy	+1,093	New	+$31.6K	0.01%	835

Other funds holding PAY

IIM

Ironwood Investment Management Boston, Massachusetts $240M AUM 45.82% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Verifone Systems Inc (PAY) in Q3 2018, closing a stake of 145 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in PAY in Q4 2015 and held it in 11 quarters. The position peaked at $51K in Q2 2017. 1 fund tracked by Wall St. Rank holds PAY as of Q3 2018.

Wealthspire Advisors (Maryland) reported no remaining Verifone Systems Inc position as of Q3 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 145 Verifone Systems Inc shares in Q3 2018, an estimated $3K.
Wealthspire Advisors (Maryland) first reported a position in Verifone Systems Inc in Q4 2015 and held it in 11 quarters.
Wealthspire Advisors (Maryland)'s Verifone Systems Inc position peaked at $51K in Q2 2017.
1 fund tracked by Wall St. Rank held Verifone Systems Inc as of Q3 2018.

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