WAM
SEI

Wealthspire Advisors (Maryland)’s Solaris Energy Infrastructure SEI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SEI Stock Details SEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-300
Closed -$4K – 2534
2018
Q2 		$4K Buy
+300
New +$4.98K ﹤0.01% 1922

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TCM
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SEI Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Solaris Energy Infrastructure (SEI) in Q3 2018, closing a stake of 300 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in SEI in Q2 2018 and held it in 1 quarter. The position peaked at $4K in Q2 2018. 113 funds tracked by Wall St. Rank hold SEI as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Solaris Energy Infrastructure position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 300 Solaris Energy Infrastructure shares in Q3 2018, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Solaris Energy Infrastructure in Q2 2018 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Solaris Energy Infrastructure position peaked at $4K in Q2 2018.
  • 113 funds tracked by Wall St. Rank held Solaris Energy Infrastructure as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.