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Wealthspire Advisors (Maryland)’s Somnigroup International SGI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SGI Stock Details SGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-204
Closed -$3K – 2124
2019
Q1 		$3K Buy
204
+80
+65% +$1.08K ﹤0.01% 2074
2018
Q4 		$1K Sell
124
-136
-52% -$1.63K ﹤0.01% 2353
2018
Q3 		$3K Buy
260
+36
+16% +$480 ﹤0.01% 2088
2018
Q2 		$3K Sell
224
-16
-7% -$189 ﹤0.01% 2071
2018
Q1 		$3K Sell
240
-320
-57% -$4.39K ﹤0.01% 2078
2017
Q4 		$9K Sell
560
-316
-36% -$4.82K ﹤0.01% 1641
2017
Q3 		$14K Buy
876
+80
+10% +$1.18K ﹤0.01% 1453
2017
Q2 		$11K Buy
796
+376
+90% +$4.43K ﹤0.01% 1505
2017
Q1 		$5K Buy
420
+296
+239% +$3.81K ﹤0.01% 1538
2016
Q4 		$2K Buy
124
+100
+417% +$1.49K ﹤0.01% 1577
2016
Q3 		$0 Hold
24
– – ﹤0.01% 1812
2016
Q2 		$0 Hold
24
– – ﹤0.01% 1820
2016
Q1 		$0 Hold
24
– – ﹤0.01% 1858
2015
Q4 		$0 Buy
+24
New +$456 ﹤0.01% 1781

Other funds holding SGI

HPM
H. Partners Management New York $191M AUM 5.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
EA
Echinus Advisors New York $881M AUM 6.76% 1-Year Est. Return
DIGDR
Dynamo Internacional Gestao de Recursos Rio De Janeiro, Brazil $244M AUM 32.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CP
Centerbridge Partners New York $38.1M AUM 9.24% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 2.36% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Somnigroup International (SGI) in Q2 2019, closing a stake of 204 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in SGI in Q4 2015 and held it in 14 quarters. The position peaked at $14K in Q3 2017. 250 funds tracked by Wall St. Rank hold SGI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Somnigroup International position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 204 Somnigroup International shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Somnigroup International in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Somnigroup International position peaked at $14K in Q3 2017.
  • 250 funds tracked by Wall St. Rank held Somnigroup International as of Q2 2019.

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