WAM
PVTB

Wealthspire Advisors (Maryland)’s PrivateBancorp Inc PVTB Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio PVTB Stock Details PVTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-65
Closed -$3K – 1930
2016
Q3 		$3K Sell
65
-926
-93% -$42.7K ﹤0.01% 1518
2016
Q2 		$44K Buy
991
+173
+21% +$7.68K 0.01% 779
2016
Q1 		$32K Buy
818
+109
+15% +$4.26K 0.01% 820
2015
Q4 		$29K Buy
+709
New +$29K 0.01% 860