WAM
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Wealthspire Advisors (Maryland)’s ePlus PLUS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-74
Closed -$3K – 1601
2019
Q1 		$3K Hold
74
– – ﹤0.01% 2034
2018
Q4 		$3K Buy
74
+8
+12% +$322 ﹤0.01% 1970
2018
Q3 		$3K Hold
66
– – ﹤0.01% 2055
2018
Q2 		$3K Hold
66
– – ﹤0.01% 2033
2018
Q1 		$3K Sell
66
-4
-6% -$154 ﹤0.01% 2048
2017
Q4 		$3K Buy
70
+64
+1,067% +$2.7K ﹤0.01% 2011
2017
Q3 		$0 Buy
+6
New +$245 ﹤0.01% 2411

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of ePlus (PLUS) in Q2 2019, closing a stake of 74 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in PLUS in Q3 2017 and held it in 7 quarters. The position peaked at $3K in Q1 2019. 171 funds tracked by Wall St. Rank hold PLUS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining ePlus position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 74 ePlus shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in ePlus in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s ePlus position peaked at $3K in Q1 2019.
  • 171 funds tracked by Wall St. Rank held ePlus as of Q2 2019.

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