WAM
RLI icon

Wealthspire Advisors (Maryland)’s RLI Corp RLI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio RLI Stock Details RLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-658
Closed -$24K – 1672
2019
Q1 		$24K Sell
658
-196
-23% -$6.75K ﹤0.01% 1207
2018
Q4 		$29K Sell
854
-46
-5% -$1.67K ﹤0.01% 1075
2018
Q3 		$35K Buy
900
+46
+5% +$1.73K ﹤0.01% 1093
2018
Q2 		$28K Buy
854
+106
+14% +$3.48K ﹤0.01% 1188
2018
Q1 		$24K Sell
748
-80
-10% -$2.47K ﹤0.01% 1242
2017
Q4 		$25K Buy
828
+160
+24% +$4.7K ﹤0.01% 1262
2017
Q3 		$19K Buy
668
+142
+27% +$3.9K ﹤0.01% 1312
2017
Q2 		$14K Buy
526
+36
+7% +$1.01K ﹤0.01% 1401
2017
Q1 		$15K Buy
490
+16
+3% +$474 ﹤0.01% 1183
2016
Q4 		$15K Sell
474
-132
-22% -$4.09K ﹤0.01% 1104
2016
Q3 		$21K Buy
606
+116
+24% +$3.99K ﹤0.01% 1040
2016
Q2 		$17K Buy
490
+56
+13% +$1.82K ﹤0.01% 1051
2016
Q1 		$15K Buy
434
+64
+17% +$2.01K ﹤0.01% 1077
2015
Q4 		$11K Buy
+370
New +$11K ﹤0.01% 1174

Other funds holding RLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VDI
Vaughan David Investments Peoria, Illinois $4.73B AUM 19.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of RLI Corp (RLI) in Q2 2019, closing a stake of 658 shares — an estimated $24K sold.

Wealthspire Advisors (Maryland) first reported a position in RLI in Q4 2015 and held it in 14 quarters. The position peaked at $35K in Q3 2018. 248 funds tracked by Wall St. Rank hold RLI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining RLI Corp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 658 RLI Corp shares in Q2 2019, an estimated $24K.
  • Wealthspire Advisors (Maryland) first reported a position in RLI Corp in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s RLI Corp position peaked at $35K in Q3 2018.
  • 248 funds tracked by Wall St. Rank held RLI Corp as of Q2 2019.

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