Wealthspire Advisors (Maryland)’s PDL BioPharma, Inc. PDLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-142	Closed	-$1K	–	2492
2019 Q1	$1K	Sell	142 -1,313	-90%	-$4.43K	﹤0.01%	2453
2018 Q4	$4K	Sell	1,455 -299	-17%	-$821	﹤0.01%	1900
2018 Q3	$5K	Hold	1,754	–	–	﹤0.01%	1865
2018 Q2	$4K	Hold	1,754	–	–	﹤0.01%	1957
2018 Q1	$5K	Sell	1,754 -19	-1%	-$52	﹤0.01%	1872
2017 Q4	$5K	Sell	1,773 -111	-6%	-$341	﹤0.01%	1872
2017 Q3	$6K	Sell	1,884 -184	-9%	-$512	﹤0.01%	1777
2017 Q2	$5K	Buy	2,068 +1,426	+222%	+$3.28K	﹤0.01%	1799
2017 Q1	$1K	Buy	+642	New	+$1.42K	﹤0.01%	1903
2016 Q4	–	Sell	-149	Closed	–	–	1933
2016 Q3	$0	Buy	149 +11	+8%	+$35	﹤0.01%	1889
2016 Q2	$0	Buy	138 +43	+45%	+$143	﹤0.01%	1927
2016 Q1	$0	Buy	+95	New	+$296	﹤0.01%	1970

Other funds holding PDLI

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of PDL BioPharma, Inc. (PDLI) in Q2 2019, closing a stake of 142 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in PDLI in Q1 2016 and held it in 12 quarters. The position peaked at $6K in Q3 2017. 148 funds tracked by Wall St. Rank hold PDLI as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining PDL BioPharma, Inc. position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 142 PDL BioPharma, Inc. shares in Q2 2019, an estimated $1K.
Wealthspire Advisors (Maryland) first reported a position in PDL BioPharma, Inc. in Q1 2016 and held it in 12 quarters.
Wealthspire Advisors (Maryland)'s PDL BioPharma, Inc. position peaked at $6K in Q3 2017.
148 funds tracked by Wall St. Rank held PDL BioPharma, Inc. as of Q2 2019.

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