WAM
REGI

Wealthspire Advisors (Maryland)’s Renewable Energy Group, Inc. REGI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio REGI Stock Details REGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-10
Closed – – 2503
2019
Q1 		$0 Sell
10
-84
-89% -$2.16K ﹤0.01% 2689
2018
Q4 		$2K Buy
94
+10
+12% +$270 ﹤0.01% 2194
2018
Q3 		$2K Buy
+84
New +$1.86K ﹤0.01% 2243
2016
Q1 		– Sell
-26
Closed – – 1975
2015
Q4 		$0 Buy
+26
New +$218 ﹤0.01% 1840

Other funds holding REGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Renewable Energy Group, Inc. (REGI) in Q2 2019, closing a stake of 10 shares.

Wealthspire Advisors (Maryland) first reported a position in REGI in Q4 2015 and held it in 4 quarters. The position peaked at $2K in Q4 2018. 210 funds tracked by Wall St. Rank hold REGI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Renewable Energy Group, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 10 Renewable Energy Group, Inc. shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in Renewable Energy Group, Inc. in Q4 2015 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Renewable Energy Group, Inc. position peaked at $2K in Q4 2018.
  • 210 funds tracked by Wall St. Rank held Renewable Energy Group, Inc. as of Q2 2019.

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