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Wealthspire Advisors (Maryland)’s LiveRamp RAMP Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio RAMP Stock Details RAMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-429
Closed -$10K – 2549
2018
Q1 		$10K Sell
429
-85
-17% -$2.43K ﹤0.01% 1580
2017
Q4 		$14K Sell
514
-91
-15% -$2.39K ﹤0.01% 1462
2017
Q3 		$15K Sell
605
-235
-28% -$5.77K ﹤0.01% 1417
2017
Q2 		$22K Buy
840
+361
+75% +$9.81K ﹤0.01% 1238
2017
Q1 		$14K Buy
+479
New +$13.3K ﹤0.01% 1207
2016
Q2 		– Sell
-255
Closed -$5K – 1789
2016
Q1 		$5K Buy
+255
New +$5.08K ﹤0.01% 1348

Other funds holding RAMP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
RC
RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s RAMP Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of LiveRamp (RAMP) in Q2 2018, closing a stake of 429 shares — an estimated $10K sold.

Wealthspire Advisors (Maryland) first reported a position in RAMP in Q1 2016 and held it in 6 quarters. The position peaked at $22K in Q2 2017. 216 funds tracked by Wall St. Rank hold RAMP as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining LiveRamp position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 429 LiveRamp shares in Q2 2018, an estimated $10K.
  • Wealthspire Advisors (Maryland) first reported a position in LiveRamp in Q1 2016 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s LiveRamp position peaked at $22K in Q2 2017.
  • 216 funds tracked by Wall St. Rank held LiveRamp as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.