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Wealthspire Advisors (Maryland)’s Rambus RMBS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio RMBS Stock Details RMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-337
Closed -$4K – 1674
2019
Q1 		$4K Buy
+337
New +$3.23K ﹤0.01% 1923
2018
Q4 		– Sell
-222
Closed -$2K – 2545
2018
Q3 		$2K Sell
222
-6
-3% -$73 ﹤0.01% 2182
2018
Q2 		$3K Sell
228
-607
-73% -$8.21K ﹤0.01% 2037
2018
Q1 		$11K Sell
835
-344
-29% -$4.61K ﹤0.01% 1537
2017
Q4 		$17K Sell
1,179
-162
-12% -$2.33K ﹤0.01% 1381
2017
Q3 		$18K Hold
1,341
– – ﹤0.01% 1335
2017
Q2 		$15K Hold
1,341
– – ﹤0.01% 1369
2017
Q1 		$18K Buy
1,341
+1,327
+9,479% +$17.4K ﹤0.01% 1125
2016
Q4 		$0 Sell
14
-21
-60% -$272 ﹤0.01% 1823
2016
Q3 		$0 Hold
35
– – ﹤0.01% 1794
2016
Q2 		$0 Sell
35
-420
-92% -$5.12K ﹤0.01% 1791
2016
Q1 		$6K Buy
455
+420
+1,200% +$5.21K ﹤0.01% 1303
2015
Q4 		$0 Buy
+35
New +$404 ﹤0.01% 1761

Other funds holding RMBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Rambus (RMBS) in Q2 2019, closing a stake of 337 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in RMBS in Q4 2015 and held it in 13 quarters. The position peaked at $18K in Q3 2017. 180 funds tracked by Wall St. Rank hold RMBS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Rambus position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 337 Rambus shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Rambus in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s Rambus position peaked at $18K in Q3 2017.
  • 180 funds tracked by Wall St. Rank held Rambus as of Q2 2019.

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