Wealthspire Advisors (Maryland)’s Pinnacle Foods, Inc. PF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-296	Closed	-$19K	–	2679
2018 Q3	$19K	Hold	296	–	–	﹤0.01%	1333
2018 Q2	$19K	Buy	296 +12	+4%	+$739	﹤0.01%	1340
2018 Q1	$15K	Sell	284 -6	-2%	-$346	﹤0.01%	1420
2017 Q4	$17K	Hold	290	–	–	﹤0.01%	1386
2017 Q3	$17K	Sell	290 -90	-24%	-$5.34K	﹤0.01%	1371
2017 Q2	$23K	Hold	380	–	–	﹤0.01%	1223
2017 Q1	$22K	Buy	380 +130	+52%	+$7.22K	﹤0.01%	1061
2016 Q4	$13K	Hold	250	–	–	﹤0.01%	1151
2016 Q3	$13K	Hold	250	–	–	﹤0.01%	1190
2016 Q2	$12K	Hold	250	–	–	﹤0.01%	1174
2016 Q1	$11K	Hold	250	–	–	﹤0.01%	1172
2015 Q4	$11K	Buy	+250	New	+$10.7K	﹤0.01%	1185

Other funds holding PF

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Claro Advisors Boston, Massachusetts $830M AUM 21.8% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PF Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Pinnacle Foods, Inc. (PF) in Q4 2018, closing a stake of 296 shares — an estimated $19K sold.

Wealthspire Advisors (Maryland) first reported a position in PF in Q4 2015 and held it in 12 quarters. The position peaked at $23K in Q2 2017. 2 funds tracked by Wall St. Rank hold PF as of Q4 2018.

Wealthspire Advisors (Maryland) reported no remaining Pinnacle Foods, Inc. position as of Q4 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 296 Pinnacle Foods, Inc. shares in Q4 2018, an estimated $19K.
Wealthspire Advisors (Maryland) first reported a position in Pinnacle Foods, Inc. in Q4 2015 and held it in 12 quarters.
Wealthspire Advisors (Maryland)'s Pinnacle Foods, Inc. position peaked at $23K in Q2 2017.
2 funds tracked by Wall St. Rank held Pinnacle Foods, Inc. as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.