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Wealthspire Advisors (Maryland)’s Ring Energy REI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-480
Closed -$2K – 2573
2018
Q4 		$2K Buy
480
+292
+155% +$2.07K ﹤0.01% 2119
2018
Q3 		$2K Buy
188
+50
+36% +$599 ﹤0.01% 2181
2018
Q2 		$2K Sell
138
-2,269
-94% -$33K ﹤0.01% 2189
2018
Q1 		$35K Buy
2,407
+97
+4% +$1.41K ﹤0.01% 1118
2017
Q4 		$32K Hold
2,310
– – ﹤0.01% 1167
2017
Q3 		$33K Buy
+2,310
New +$29.8K ﹤0.01% 1116

Other funds holding REI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s REI Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of Ring Energy (REI) in Q1 2019, closing a stake of 480 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in REI in Q3 2017 and held it in 6 quarters. The position peaked at $35K in Q1 2018. 144 funds tracked by Wall St. Rank hold REI as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Ring Energy position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 480 Ring Energy shares in Q1 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Ring Energy in Q3 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Ring Energy position peaked at $35K in Q1 2018.
  • 144 funds tracked by Wall St. Rank held Ring Energy as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.