WAM
SHLO

Wealthspire Advisors (Maryland)’s Shiloh Industries Inc SHLO Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SHLO Stock Details SHLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-175,484
Closed -$284K – 564
2020
Q2 		$284K Hold
175,484
– – 0.02% 351
2020
Q1 		$219K Sell
175,484
-4,401
-2% -$12.5K 0.02% 368
2019
Q4 		$640K Hold
179,885
– – 0.04% 233
2019
Q3 		$745K Hold
179,885
– – 0.05% 191
2019
Q2 		$876K Sell
179,885
-10,115
-5% -$53.1K 0.07% 151
2019
Q1 		$1.04M Hold
190,000
– – 0.08% 132
2018
Q4 		$1.11M Hold
190,000
– – 0.1% 109
2018
Q3 		$2.09M Hold
190,000
– – 0.17% 78
2018
Q2 		$1.65M Hold
190,000
– – 0.15% 91
2018
Q1 		$1.65M Hold
190,000
– – 0.16% 93
2017
Q4 		$1.56M Hold
190,000
– – 0.15% 95
2017
Q3 		$1.98M Buy
+190,000
New +$1.7M 0.22% 74

Other funds holding SHLO

RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SHLO Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) sold out of Shiloh Industries Inc (SHLO) in Q3 2020, closing a stake of 175,484 shares — an estimated $284K sold.

Wealthspire Advisors (Maryland) first reported a position in SHLO in Q3 2017 and held it in 12 quarters. The position peaked at $2.09M in Q3 2018. 4 funds tracked by Wall St. Rank hold SHLO as of Q3 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Shiloh Industries Inc position as of Q3 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 175,484 Shiloh Industries Inc shares in Q3 2020, an estimated $284K.
  • Wealthspire Advisors (Maryland) first reported a position in Shiloh Industries Inc in Q3 2017 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s Shiloh Industries Inc position peaked at $2.09M in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Shiloh Industries Inc as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.