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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
-88
Closed -$3K – 1713
2019
Q1 		$3K Buy
88
+28
+47% +$884 ﹤0.01% 2044
2018
Q4 		$2K Sell
60
-43
-42% -$1.43K ﹤0.01% 2125
2018
Q3 		$4K Sell
103
-12
-10% -$488 ﹤0.01% 1927
2018
Q2 		$5K Sell
115
-30
-21% -$1.42K ﹤0.01% 1817
2018
Q1 		$7K Buy
145
+3
+2% +$140 ﹤0.01% 1695
2017
Q4 		$6K Buy
142
+72
+103% +$2.86K ﹤0.01% 1790
2017
Q3 		$3K Buy
70
+15
+27% +$536 ﹤0.01% 1921
2017
Q2 		$2K Buy
55
+6
+12% +$192 ﹤0.01% 2006
2017
Q1 		$2K Buy
+49
New +$1.64K ﹤0.01% 1710

Other funds holding SCCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Southern Copper (SCCO) in Q2 2019, closing a stake of 88 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in SCCO in Q1 2017 and held it in 9 quarters. The position peaked at $7K in Q1 2018. 298 funds tracked by Wall St. Rank hold SCCO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Southern Copper position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 88 Southern Copper shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Southern Copper in Q1 2017 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Southern Copper position peaked at $7K in Q1 2018.
  • 298 funds tracked by Wall St. Rank held Southern Copper as of Q2 2019.

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