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Wealthspire Advisors (Maryland)’s Rollins ROL Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ROL Stock Details ROL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-198
Closed -$5K – 1683
2019
Q1 		$5K Buy
198
+36
+22% +$936 ﹤0.01% 1842
2018
Q4 		$4K Buy
162
+9
+6% +$233 ﹤0.01% 1854
2018
Q3 		$4K Hold
153
– – ﹤0.01% 1925
2018
Q2 		$4K Buy
153
+74
+94% +$1.68K ﹤0.01% 1902
2018
Q1 		$2K Hold
79
– – ﹤0.01% 2203
2017
Q4 		$2K Sell
79
-90
-53% -$1.84K ﹤0.01% 2158
2017
Q3 		$3K Buy
169
+90
+114% +$1.74K ﹤0.01% 1917
2017
Q2 		$1K Buy
79
+9
+13% +$161 ﹤0.01% 2110
2017
Q1 		$1K Hold
70
– – ﹤0.01% 1831
2016
Q4 		$1K Buy
+70
New +$971 ﹤0.01% 1668

Other funds holding ROL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Rollins (ROL) in Q2 2019, closing a stake of 198 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in ROL in Q4 2016 and held it in 10 quarters. The position peaked at $5K in Q1 2019. 395 funds tracked by Wall St. Rank hold ROL as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Rollins position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 198 Rollins shares in Q2 2019, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in Rollins in Q4 2016 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s Rollins position peaked at $5K in Q1 2019.
  • 395 funds tracked by Wall St. Rank held Rollins as of Q2 2019.

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