Wealthspire Advisors (Maryland)
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Wealthspire Advisors (Maryland)’s Seneca Foods Class A SENEA Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SENEA Stock Details SENEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-40
Closed -$1K – 1728
2019
Q1 		$1K Sell
40
-30
-43% -$851 ﹤0.01% 2378
2018
Q4 		$2K Sell
70
-6
-8% -$191 ﹤0.01% 2127
2018
Q3 		$3K Buy
76
+18
+31% +$542 ﹤0.01% 2064
2018
Q2 		$2K Buy
58
+30
+107% +$841 ﹤0.01% 2196
2018
Q1 		$1K Hold
28
– – ﹤0.01% 2389
2017
Q4 		$1K Buy
28
+20
+250% +$663 ﹤0.01% 2330
2017
Q3 		$0 Buy
+8
New +$238 ﹤0.01% 2430

Other funds holding SENEA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bridgeway Capital Management
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Seneca Foods Class A (SENEA) in Q2 2019, closing a stake of 40 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in SENEA in Q3 2017 and held it in 7 quarters. The position peaked at $3K in Q3 2018. 82 funds tracked by Wall St. Rank hold SENEA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Seneca Foods Class A position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 40 Seneca Foods Class A shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Seneca Foods Class A in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Seneca Foods Class A position peaked at $3K in Q3 2018.
  • 82 funds tracked by Wall St. Rank held Seneca Foods Class A as of Q2 2019.

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