WAM
RP

Wealthspire Advisors (Maryland)’s RealPage, Inc. RP Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio RP Stock Details RP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,806
Closed -$110K – 2410
2019
Q1 		$110K Sell
1,806
-239
-12% -$13.7K 0.01% 611
2018
Q4 		$99K Buy
2,045
+141
+7% +$7.37K 0.01% 605
2018
Q3 		$125K Buy
1,904
+304
+19% +$18.1K 0.01% 604
2018
Q2 		$88K Sell
1,600
-434
-21% -$24.5K 0.01% 757
2018
Q1 		$105K Buy
2,034
+41
+2% +$2.05K 0.01% 697
2017
Q4 		$88K Sell
1,993
-450
-18% -$19.6K 0.01% 766
2017
Q3 		$97K Buy
2,443
+1,110
+83% +$44.2K 0.01% 727
2017
Q2 		$48K Hold
1,333
– – 0.01% 967
2017
Q1 		$47K Sell
1,333
-200
-13% -$6.53K 0.01% 821
2016
Q4 		$46K Sell
1,533
-568
-27% -$15.9K 0.01% 791
2016
Q3 		$54K Buy
2,101
+337
+19% +$8.39K 0.01% 758
2016
Q2 		$39K Buy
1,764
+310
+21% +$6.71K 0.01% 806
2016
Q1 		$30K Buy
1,454
+168
+13% +$3.33K 0.01% 839
2015
Q4 		$29K Buy
+1,286
New +$26.2K 0.01% 858

Other funds holding RP

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BlackRock
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Janus Henderson Group
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return