WAM
SEM

Wealthspire Advisors (Maryland)’s Select Medical SEM Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SEM Stock Details SEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-594
Closed -$5K – 1727
2019
Q1 		$5K Buy
594
+91
+18% +$732 ﹤0.01% 1844
2018
Q4 		$4K Buy
503
+22
+5% +$210 ﹤0.01% 1859
2018
Q3 		$5K Sell
481
-5
-1% -$52 ﹤0.01% 1825
2018
Q2 		$5K Buy
486
+41
+9% +$403 ﹤0.01% 1818
2018
Q1 		$4K Hold
445
– – ﹤0.01% 1930
2017
Q4 		$4K Buy
+445
New +$4.25K ﹤0.01% 1919

Other funds holding SEM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Select Medical (SEM) in Q2 2019, closing a stake of 594 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in SEM in Q4 2017 and held it in 6 quarters. The position peaked at $5K in Q1 2019. 194 funds tracked by Wall St. Rank hold SEM as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Select Medical position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 594 Select Medical shares in Q2 2019, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in Select Medical in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Select Medical position peaked at $5K in Q1 2019.
  • 194 funds tracked by Wall St. Rank held Select Medical as of Q2 2019.

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