WAM
QUAD icon

Wealthspire Advisors (Maryland)’s Quad QUAD Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio QUAD Stock Details QUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,635
Closed -$37K – 2613
2017
Q4 		$37K Sell
1,635
-656
-29% -$14.9K ﹤0.01% 1128
2017
Q3 		$52K Sell
2,291
-100
-4% -$2.07K 0.01% 971
2017
Q2 		$55K Sell
2,391
-157
-6% -$3.74K 0.01% 918
2017
Q1 		$64K Buy
+2,548
New +$65.3K 0.01% 736

Other funds holding QUAD

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s QUAD Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of Quad (QUAD) in Q1 2018, closing a stake of 1,635 shares — an estimated $37K sold.

Wealthspire Advisors (Maryland) first reported a position in QUAD in Q1 2017 and held it in 4 quarters. The position peaked at $64K in Q1 2017. 157 funds tracked by Wall St. Rank hold QUAD as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Quad position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,635 Quad shares in Q1 2018, an estimated $37K.
  • Wealthspire Advisors (Maryland) first reported a position in Quad in Q1 2017 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Quad position peaked at $64K in Q1 2017.
  • 157 funds tracked by Wall St. Rank held Quad as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.