Wealthspire Advisors (Maryland)’s PotlatchDeltic PCH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-233	Closed	-$9K	–	1559
2019 Q1	$9K	Buy	233 +89	+62%	+$3.18K	﹤0.01%	1586
2018 Q4	$5K	Buy	144 +89	+162%	+$3.18K	﹤0.01%	1745
2018 Q3	$2K	Sell	55 -14	-20%	-$661	﹤0.01%	2176
2018 Q2	$4K	Sell	69 -1,383	-95%	-$70.1K	﹤0.01%	1895
2018 Q1	$76K	Buy	1,452 +1,390	+2,242%	+$72.3K	0.01%	816
2017 Q4	$3K	Buy	62 +7	+13%	+$361	﹤0.01%	2010
2017 Q3	$3K	Hold	55	–	–	﹤0.01%	1914
2017 Q2	$3K	Buy	55 +30	+120%	+$1.38K	﹤0.01%	1904
2017 Q1	$1K	Hold	25	–	–	﹤0.01%	1825
2016 Q4	$1K	Buy	+25	New	+$1.01K	﹤0.01%	1664

Other funds holding PCH

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Wealthspire Advisors (Maryland) sold out of PotlatchDeltic (PCH) in Q2 2019, closing a stake of 233 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in PCH in Q4 2016 and held it in 10 quarters. The position peaked at $76K in Q1 2018. 224 funds tracked by Wall St. Rank hold PCH as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining PotlatchDeltic position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 233 PotlatchDeltic shares in Q2 2019, an estimated $9K.
Wealthspire Advisors (Maryland) first reported a position in PotlatchDeltic in Q4 2016 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s PotlatchDeltic position peaked at $76K in Q1 2018.
224 funds tracked by Wall St. Rank held PotlatchDeltic as of Q2 2019.

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