WAM
QUOT

Wealthspire Advisors (Maryland)’s Quotient Technology Inc QUOT Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio QUOT Stock Details QUOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,800
Closed -$18K – 2223
2019
Q1 		$18K Hold
1,800
– – ﹤0.01% 1325
2018
Q4 		$19K Buy
+1,800
New +$22.6K ﹤0.01% 1231

Other funds holding QUOT

MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Quotient Technology Inc (QUOT) in Q2 2019, closing a stake of 1,800 shares — an estimated $18K sold.

Wealthspire Advisors (Maryland) first reported a position in QUOT in Q4 2018 and held it in 2 quarters. The position peaked at $19K in Q4 2018. 104 funds tracked by Wall St. Rank hold QUOT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Quotient Technology Inc position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,800 Quotient Technology Inc shares in Q2 2019, an estimated $18K.
  • Wealthspire Advisors (Maryland) first reported a position in Quotient Technology Inc in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Quotient Technology Inc position peaked at $19K in Q4 2018.
  • 104 funds tracked by Wall St. Rank held Quotient Technology Inc as of Q2 2019.

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