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Wealthspire Advisors (Maryland)’s Gibraltar Industries ROCK Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ROCK Stock Details ROCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-90
Closed -$4K – 1681
2019
Q1 		$4K Hold
90
– – ﹤0.01% 1924
2018
Q4 		$3K Buy
90
+5
+6% +$182 ﹤0.01% 1975
2018
Q3 		$4K Buy
85
+25
+42% +$1.08K ﹤0.01% 1924
2018
Q2 		$2K Buy
60
+7
+13% +$260 ﹤0.01% 2190
2018
Q1 		$2K Hold
53
– – ﹤0.01% 2202
2017
Q4 		$2K Buy
53
+45
+563% +$1.44K ﹤0.01% 2157
2017
Q3 		$0 Buy
+8
New +$241 ﹤0.01% 2422

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Vanguard Group
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Barrow, Hanley, Mewhinney & Strauss
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N
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SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Aberdeen Group
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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Gibraltar Industries (ROCK) in Q2 2019, closing a stake of 90 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in ROCK in Q3 2017 and held it in 7 quarters. The position peaked at $4K in Q1 2019. 154 funds tracked by Wall St. Rank hold ROCK as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Gibraltar Industries position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 90 Gibraltar Industries shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Gibraltar Industries in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Gibraltar Industries position peaked at $4K in Q1 2019.
  • 154 funds tracked by Wall St. Rank held Gibraltar Industries as of Q2 2019.

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