WAM
PE

Wealthspire Advisors (Maryland)’s PARSLEY ENERGY INC PE Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio PE Stock Details PE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-238
Closed -$5K – 2372
2019
Q1 		$5K Sell
238
-159
-40% -$2.92K ﹤0.01% 1866
2018
Q4 		$6K Buy
397
+45
+13% +$1.02K ﹤0.01% 1695
2018
Q3 		$10K Buy
352
+1
+0.3% +$30 ﹤0.01% 1539
2018
Q2 		$11K Sell
351
-14
-4% -$413 ﹤0.01% 1517
2018
Q1 		$11K Sell
365
-16
-4% -$426 ﹤0.01% 1554
2017
Q4 		$11K Buy
381
+114
+43% +$3.04K ﹤0.01% 1571
2017
Q3 		$7K Buy
267
+157
+143% +$4.14K ﹤0.01% 1710
2017
Q2 		$3K Buy
110
+48
+77% +$1.43K ﹤0.01% 1932
2017
Q1 		$2K Sell
62
-5
-7% -$165 ﹤0.01% 1736
2016
Q4 		$2K Hold
67
– – ﹤0.01% 1583
2016
Q3 		$2K Hold
67
– – ﹤0.01% 1586
2016
Q2 		$2K Hold
67
– – ﹤0.01% 1551
2016
Q1 		$2K Hold
67
– – ﹤0.01% 1576
2015
Q4 		$1K Buy
+67
New +$1.21K ﹤0.01% 1681

Other funds holding PE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of PARSLEY ENERGY INC (PE) in Q2 2019, closing a stake of 238 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in PE in Q4 2015 and held it in 14 quarters. The position peaked at $11K in Q2 2018. 347 funds tracked by Wall St. Rank hold PE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining PARSLEY ENERGY INC position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 238 PARSLEY ENERGY INC shares in Q2 2019, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in PARSLEY ENERGY INC in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s PARSLEY ENERGY INC position peaked at $11K in Q2 2018.
  • 347 funds tracked by Wall St. Rank held PARSLEY ENERGY INC as of Q2 2019.

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