WAM
REVG

Wealthspire Advisors (Maryland)’s REV Group REVG Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio REVG Stock Details REVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-215
Closed -$2K – 2574
2018
Q4 		$2K Sell
215
-1,463
-87% -$16.7K ﹤0.01% 2120
2018
Q3 		$26K Sell
1,678
-811
-33% -$13.2K ﹤0.01% 1207
2018
Q2 		$42K Buy
2,489
+478
+24% +$8.47K ﹤0.01% 1048
2018
Q1 		$42K Buy
2,011
+764
+61% +$20.7K ﹤0.01% 1052
2017
Q4 		$41K Buy
1,247
+418
+50% +$11.5K ﹤0.01% 1088
2017
Q3 		$24K Hold
829
– – ﹤0.01% 1235
2017
Q2 		$23K Buy
+829
New +$23.1K ﹤0.01% 1218

Other funds holding REVG

AL
AIP LLC New York $268M AUM 40.4% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of REV Group (REVG) in Q1 2019, closing a stake of 215 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in REVG in Q2 2017 and held it in 7 quarters. The position peaked at $42K in Q2 2018. 91 funds tracked by Wall St. Rank hold REVG as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining REV Group position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 215 REV Group shares in Q1 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in REV Group in Q2 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s REV Group position peaked at $42K in Q2 2018.
  • 91 funds tracked by Wall St. Rank held REV Group as of Q1 2019.

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