Wealthspire Advisors (Maryland)’s Polaris PII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,571	Closed	-$133K	–	1622
2019 Q1	$133K	Buy	1,571 +197	+14%	+$16.7K	0.01%	553
2018 Q4	$105K	Buy	1,374 +23	+2%	+$2.07K	0.01%	588
2018 Q3	$136K	Sell	1,351 -41	-3%	-$4.58K	0.01%	570
2018 Q2	$170K	Buy	1,392 +53	+4%	+$6.2K	0.02%	512
2018 Q1	$153K	Sell	1,339 -96	-7%	-$11.6K	0.01%	558
2017 Q4	$178K	Sell	1,435 -104	-7%	-$12.3K	0.02%	528
2017 Q3	$161K	Sell	1,539 -507	-25%	-$48K	0.02%	551
2017 Q2	$189K	Sell	2,046 -127	-6%	-$10.9K	0.02%	470
2017 Q1	$182K	Sell	2,173 -112	-5%	-$9.64K	0.03%	424
2016 Q4	$188K	Sell	2,285 -48	-2%	-$3.92K	0.03%	393
2016 Q3	$181K	Sell	2,333 -25	-1%	-$2.17K	0.03%	409
2016 Q2	$193K	Buy	2,358 +995	+73%	+$88.2K	0.03%	371
2016 Q1	$134K	Sell	1,363 -164	-11%	-$14.2K	0.02%	455
2015 Q4	$131K	Buy	+1,527	New	+$162K	0.02%	465

Other funds holding PII

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

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return