WAM
QTS

Wealthspire Advisors (Maryland)’s QTS REALTY TRUST, INC. QTS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio QTS Stock Details QTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-270
Closed -$12K – 2333
2019
Q1 		$12K Hold
270
– – ﹤0.01% 1474
2018
Q4 		$10K Hold
270
– – ﹤0.01% 1484
2018
Q3 		$12K Hold
270
– – ﹤0.01% 1469
2018
Q2 		$11K Sell
270
-530
-66% -$19.6K ﹤0.01% 1516
2018
Q1 		$29K Buy
800
+580
+264% +$24.9K ﹤0.01% 1182
2017
Q4 		$12K Hold
220
– – ﹤0.01% 1531
2017
Q3 		$12K Buy
220
+30
+16% +$1.6K ﹤0.01% 1528
2017
Q2 		$10K Buy
+190
New +$9.84K ﹤0.01% 1549

Other funds holding QTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of QTS REALTY TRUST, INC. (QTS) in Q2 2019, closing a stake of 270 shares — an estimated $12K sold.

Wealthspire Advisors (Maryland) first reported a position in QTS in Q2 2017 and held it in 8 quarters. The position peaked at $29K in Q1 2018. 242 funds tracked by Wall St. Rank hold QTS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining QTS REALTY TRUST, INC. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 270 QTS REALTY TRUST, INC. shares in Q2 2019, an estimated $12K.
  • Wealthspire Advisors (Maryland) first reported a position in QTS REALTY TRUST, INC. in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s QTS REALTY TRUST, INC. position peaked at $29K in Q1 2018.
  • 242 funds tracked by Wall St. Rank held QTS REALTY TRUST, INC. as of Q2 2019.

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