WAM
SCS

Wealthspire Advisors (Maryland)’s Steelcase SCS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SCS Stock Details SCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-60
Closed -$1K – 1721
2019
Q1 		$1K Hold
60
– – ﹤0.01% 2377
2018
Q4 		$1K Hold
60
– – ﹤0.01% 2318
2018
Q3 		$1K Buy
60
+25
+71% +$367 ﹤0.01% 2321
2018
Q2 		$0 Hold
35
– – ﹤0.01% 2558
2018
Q1 		$0 Sell
35
-26
-43% -$381 ﹤0.01% 2622
2017
Q4 		$1K Buy
61
+23
+61% +$338 ﹤0.01% 2329
2017
Q3 		$1K Hold
38
– – ﹤0.01% 2138
2017
Q2 		$1K Hold
38
– – ﹤0.01% 2112
2017
Q1 		$1K Hold
38
– – ﹤0.01% 1836
2016
Q4 		$1K Buy
+38
New +$572 ﹤0.01% 1670

Other funds holding SCS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Steelcase (SCS) in Q2 2019, closing a stake of 60 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in SCS in Q4 2016 and held it in 10 quarters. The position peaked at $1K in Q1 2019. 212 funds tracked by Wall St. Rank hold SCS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Steelcase position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 60 Steelcase shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Steelcase in Q4 2016 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s Steelcase position peaked at $1K in Q1 2019.
  • 212 funds tracked by Wall St. Rank held Steelcase as of Q2 2019.

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