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Wealthspire Advisors (Maryland)’s Safe Bulkers SB Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SB Stock Details SB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-7,000
Closed -$6K – 1827
2015
Q4 		$6K Buy
+7,000
New +$14.7K ﹤0.01% 1315

Other funds holding SB

KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NGA
New Generation Advisors Manchester, Massachusetts $45.6M AUM 15.43% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SB Position: Q1 2016 in Review

Wealthspire Advisors (Maryland) sold out of Safe Bulkers (SB) in Q1 2016, closing a stake of 7,000 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in SB in Q4 2015 and held it in 1 quarter. The position peaked at $6K in Q4 2015. 54 funds tracked by Wall St. Rank hold SB as of Q1 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Safe Bulkers position as of Q1 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 7,000 Safe Bulkers shares in Q1 2016, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in Safe Bulkers in Q4 2015 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Safe Bulkers position peaked at $6K in Q4 2015.
  • 54 funds tracked by Wall St. Rank held Safe Bulkers as of Q1 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2016, filed 6 May 2016.