WAM
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Wealthspire Advisors (Maryland)’s Resources Connection RGP Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,567
Closed -$26K – 1663
2019
Q1 		$26K Sell
1,567
-329
-17% -$5.5K ﹤0.01% 1174
2018
Q4 		$27K Sell
1,896
-29
-2% -$469 ﹤0.01% 1100
2018
Q3 		$32K Buy
1,925
+41
+2% +$670 ﹤0.01% 1124
2018
Q2 		$32K Buy
1,884
+65
+4% +$1.06K ﹤0.01% 1128
2018
Q1 		$29K Sell
1,819
-193
-10% -$3.09K ﹤0.01% 1177
2017
Q4 		$31K Buy
2,012
+209
+12% +$3.23K ﹤0.01% 1179
2017
Q3 		$25K Buy
1,803
+298
+20% +$3.89K ﹤0.01% 1221
2017
Q2 		$21K Hold
1,505
– – ﹤0.01% 1259
2017
Q1 		$25K Buy
1,505
+35
+2% +$591 ﹤0.01% 1013
2016
Q4 		$28K Sell
1,470
-73
-5% -$1.17K ﹤0.01% 929
2016
Q3 		$23K Buy
1,543
+229
+17% +$3.42K ﹤0.01% 1016
2016
Q2 		$19K Buy
1,314
+226
+21% +$3.35K ﹤0.01% 1010
2016
Q1 		$17K Buy
1,088
+202
+23% +$2.94K ﹤0.01% 1021
2015
Q4 		$14K Buy
+886
New +$15.5K ﹤0.01% 1098

Other funds holding RGP

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Resources Connection (RGP) in Q2 2019, closing a stake of 1,567 shares — an estimated $26K sold.

Wealthspire Advisors (Maryland) first reported a position in RGP in Q4 2015 and held it in 14 quarters. The position peaked at $32K in Q3 2018. 134 funds tracked by Wall St. Rank hold RGP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Resources Connection position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,567 Resources Connection shares in Q2 2019, an estimated $26K.
  • Wealthspire Advisors (Maryland) first reported a position in Resources Connection in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Resources Connection position peaked at $32K in Q3 2018.
  • 134 funds tracked by Wall St. Rank held Resources Connection as of Q2 2019.

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