WAM
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Wealthspire Advisors (Maryland)’s Southern Copper SCCO Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SCCO Stock Details SCCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-87
Closed -$3K – 1752
2019
Q1 		$3K Buy
87
+28
+47% +$894 ﹤0.01% 2044
2018
Q4 		$2K Sell
59
-42
-42% -$1.42K ﹤0.01% 2125
2018
Q3 		$4K Sell
101
-12
-11% -$494 ﹤0.01% 1927
2018
Q2 		$5K Sell
113
-30
-21% -$1.44K ﹤0.01% 1817
2018
Q1 		$7K Buy
143
+3
+2% +$142 ﹤0.01% 1695
2017
Q4 		$6K Buy
140
+71
+103% +$2.85K ﹤0.01% 1790
2017
Q3 		$3K Buy
69
+15
+28% +$543 ﹤0.01% 1921
2017
Q2 		$2K Buy
54
+5
+10% +$162 ﹤0.01% 2006
2017
Q1 		$2K Buy
+49
New +$1.66K ﹤0.01% 1710

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State Street
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Norges Bank
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PCA
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Vanguard Group
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return