Wealthspire Advisors (Maryland)’s Shenandoah Telecom SHEN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SHEN Stock Details SHEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-294	Closed	-$13K	–	1736
2019 Q1	$13K	Hold	294	–	–	﹤0.01%	1432
2018 Q4	$13K	Buy	294 +1	+0.3%	+$43	﹤0.01%	1379
2018 Q3	$11K	Hold	293	–	–	﹤0.01%	1493
2018 Q2	$10K	Hold	293	–	–	﹤0.01%	1552
2018 Q1	$11K	Hold	293	–	–	﹤0.01%	1539
2017 Q4	$10K	Buy	293 +1	+0.3%	+$37	﹤0.01%	1592
2017 Q3	$11K	Hold	292	–	–	﹤0.01%	1547
2017 Q2	$9K	Buy	292 +202	+224%	+$6.26K	﹤0.01%	1582
2017 Q1	$3K	Hold	90	–	–	﹤0.01%	1638
2016 Q4	$2K	Hold	90	–	–	﹤0.01%	1571
2016 Q3	$2K	Hold	90	–	–	﹤0.01%	1566
2016 Q2	$4K	Hold	90	–	–	﹤0.01%	1392
2016 Q1	$2K	Hold	90	–	–	﹤0.01%	1553
2015 Q4	$2K	Buy	+90	New	+$2.08K	﹤0.01%	1539

Other funds holding SHEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CPP

Crow Point Partners Boston, Massachusetts $64M AUM 33.5% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Shenandoah Telecom (SHEN) in Q2 2019, closing a stake of 294 shares — an estimated $13K sold.

Wealthspire Advisors (Maryland) first reported a position in SHEN in Q4 2015 and held it in 14 quarters. The position peaked at $13K in Q1 2019. 153 funds tracked by Wall St. Rank hold SHEN as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Shenandoah Telecom position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 294 Shenandoah Telecom shares in Q2 2019, an estimated $13K.
Wealthspire Advisors (Maryland) first reported a position in Shenandoah Telecom in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Shenandoah Telecom position peaked at $13K in Q1 2019.
153 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q2 2019.

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