WAM
RATE

Wealthspire Advisors (Maryland)’s Bankrate Inc RATE Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio RATE Stock Details RATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-185
Closed -$2K – 1881
2016
Q1 		$2K Buy
+185
New +$1.93K ﹤0.01% 1594

Other funds holding RATE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
ECP
Elk Creek Partners Denver, Colorado $582M AUM 10.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s RATE Position: Q2 2016 in Review

Wealthspire Advisors (Maryland) sold out of Bankrate Inc (RATE) in Q2 2016, closing a stake of 185 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in RATE in Q1 2016 and held it in 1 quarter. The position peaked at $2K in Q1 2016. 135 funds tracked by Wall St. Rank hold RATE as of Q2 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Bankrate Inc position as of Q2 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 185 Bankrate Inc shares in Q2 2016, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Bankrate Inc in Q1 2016 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Bankrate Inc position peaked at $2K in Q1 2016.
  • 135 funds tracked by Wall St. Rank held Bankrate Inc as of Q2 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2016, filed 12 Aug 2016.