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Wealthspire Advisors (Maryland)’s Packaging Corp of America PKG Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio PKG Stock Details PKG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-643
Closed -$64K – 1595
2019
Q1 		$64K Sell
643
-53
-8% -$5.04K ﹤0.01% 805
2018
Q4 		$58K Sell
696
-485
-41% -$45.1K 0.01% 798
2018
Q3 		$130K Sell
1,181
-138
-10% -$15.6K 0.01% 587
2018
Q2 		$147K Sell
1,319
-103
-7% -$12K 0.01% 562
2018
Q1 		$160K Sell
1,422
-230
-14% -$27.7K 0.02% 541
2017
Q4 		$199K Buy
1,652
+25
+2% +$2.9K 0.02% 492
2017
Q3 		$187K Sell
1,627
-294
-15% -$32.9K 0.02% 498
2017
Q2 		$214K Sell
1,921
-229
-11% -$23.1K 0.03% 431
2017
Q1 		$197K Buy
2,150
+231
+12% +$21.2K 0.03% 398
2016
Q4 		$163K Sell
1,919
-464
-19% -$38.9K 0.02% 423
2016
Q3 		$194K Buy
2,383
+9
+0.4% +$688 0.03% 394
2016
Q2 		$159K Buy
2,374
+843
+55% +$55.1K 0.03% 428
2016
Q1 		$92K Buy
1,531
+55
+4% +$2.95K 0.02% 539
2015
Q4 		$93K Buy
+1,476
New +$97.3K 0.02% 545

Other funds holding PKG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Packaging Corp of America (PKG) in Q2 2019, closing a stake of 643 shares — an estimated $64K sold.

Wealthspire Advisors (Maryland) first reported a position in PKG in Q4 2015 and held it in 14 quarters. The position peaked at $214K in Q2 2017. 573 funds tracked by Wall St. Rank hold PKG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Packaging Corp of America position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 643 Packaging Corp of America shares in Q2 2019, an estimated $64K.
  • Wealthspire Advisors (Maryland) first reported a position in Packaging Corp of America in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Packaging Corp of America position peaked at $214K in Q2 2017.
  • 573 funds tracked by Wall St. Rank held Packaging Corp of America as of Q2 2019.

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