Wealthspire Advisors (Maryland)’s Safehold SAFE Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SAFE Stock Details SAFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-183	Closed	-$7K	–	1700
2019 Q1	$7K	Buy	183 +23	+14%	+$1.01K	﹤0.01%	1692
2018 Q4	$7K	Buy	160 +36	+29%	+$1.82K	﹤0.01%	1610
2018 Q3	$7K	Hold	124	–	–	﹤0.01%	1676
2018 Q2	$7K	Hold	124	–	–	﹤0.01%	1675
2018 Q1	$6K	Hold	124	–	–	﹤0.01%	1757
2017 Q4	$7K	Sell	124 -411	-77%	-$23.2K	﹤0.01%	1734
2017 Q3	$31K	Sell	535 -925	-63%	-$53.1K	﹤0.01%	1153
2017 Q2	$86K	Buy	1,460 +1,336	+1,077%	+$79K	0.01%	747
2017 Q1	$7K	Hold	124	–	–	﹤0.01%	1458
2016 Q4	$7K	Buy	+124	New	+$7.07K	﹤0.01%	1331
2016 Q3	–	Hold	0	–	–	–	1362
2016 Q2	–	Hold	0	–	–	–	1306
2016 Q1	–	Hold	0	–	–	–	1304
2015 Q4	–	Hold	0	–	–	–	1278

Other funds holding SAFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Southside Capital Miami Beach, Florida $382M AUM 30.29% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Safehold (SAFE) in Q2 2019, closing a stake of 183 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in SAFE in Q4 2016 and held it in 10 quarters. The position peaked at $86K in Q2 2017. 142 funds tracked by Wall St. Rank hold SAFE as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Safehold position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 183 Safehold shares in Q2 2019, an estimated $7K.
Wealthspire Advisors (Maryland) first reported a position in Safehold in Q4 2016 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s Safehold position peaked at $86K in Q2 2017.
142 funds tracked by Wall St. Rank held Safehold as of Q2 2019.

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