Wealthspire Advisors (Maryland)’s Performance Food Group PFGC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,020	Closed	-$40K	–	1574
2019 Q1	$40K	Sell	1,020 -341	-25%	-$12.5K	﹤0.01%	976
2018 Q4	$44K	Sell	1,361 -134	-9%	-$4.25K	﹤0.01%	916
2018 Q3	$50K	Buy	1,495 +694	+87%	+$24.4K	﹤0.01%	974
2018 Q2	$29K	Buy	801 +19	+2%	+$643	﹤0.01%	1171
2018 Q1	$23K	Sell	782 -25	-3%	-$801	﹤0.01%	1256
2017 Q4	$27K	Hold	807	–	–	﹤0.01%	1233
2017 Q3	$23K	Sell	807 -102	-11%	-$2.85K	﹤0.01%	1254
2017 Q2	$25K	Buy	909 +220	+32%	+$5.82K	﹤0.01%	1186
2017 Q1	$16K	Buy	689 +145	+27%	+$3.36K	﹤0.01%	1162
2016 Q4	$13K	Buy	+544	New	+$12.9K	﹤0.01%	1141

Other funds holding PFGC

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

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

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

Wealthspire Advisors (Maryland) sold out of Performance Food Group (PFGC) in Q2 2019, closing a stake of 1,020 shares — an estimated $40K sold.

Wealthspire Advisors (Maryland) first reported a position in PFGC in Q4 2016 and held it in 10 quarters. The position peaked at $50K in Q3 2018. 226 funds tracked by Wall St. Rank hold PFGC as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Performance Food Group position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,020 Performance Food Group shares in Q2 2019, an estimated $40K.
Wealthspire Advisors (Maryland) first reported a position in Performance Food Group in Q4 2016 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s Performance Food Group position peaked at $50K in Q3 2018.
226 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2019.

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