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Wealthspire Advisors (Maryland)’s Preformed Line Products PLPC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio PLPC Stock Details PLPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-130
Closed -$8K – 2544
2018
Q1 		$8K Buy
+130
New +$9.16K ﹤0.01% 1649

Other funds holding PLPC

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Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PLPC Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Preformed Line Products (PLPC) in Q2 2018, closing a stake of 130 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in PLPC in Q1 2018 and held it in 1 quarter. The position peaked at $8K in Q1 2018. 69 funds tracked by Wall St. Rank hold PLPC as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Preformed Line Products position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 130 Preformed Line Products shares in Q2 2018, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in Preformed Line Products in Q1 2018 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Preformed Line Products position peaked at $8K in Q1 2018.
  • 69 funds tracked by Wall St. Rank held Preformed Line Products as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.