Wealthspire Advisors (Maryland)’s Shaw Communications Inc. SJR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-2,538	Closed	-$53K	–	2243
2019 Q1	$53K	Hold	2,538	–	–	﹤0.01%	878
2018 Q4	$46K	Sell	2,538 -55	-2%	-$1.03K	﹤0.01%	895
2018 Q3	$51K	Sell	2,593 -7	-0.3%	-$142	﹤0.01%	963
2018 Q2	$53K	Buy	2,600 +44	+2%	+$899	﹤0.01%	955
2018 Q1	$49K	Buy	2,556 +10	+0.4%	+$205	﹤0.01%	996
2017 Q4	$58K	Buy	2,546 +27	+1%	+$609	0.01%	945
2017 Q3	$58K	Hold	2,519	–	–	0.01%	921
2017 Q2	$55K	Hold	2,519	–	–	0.01%	920
2017 Q1	$52K	Buy	+2,519	New	+$52.9K	0.01%	793

Other funds holding SJR

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Shaw Communications Inc. (SJR) in Q2 2019, closing a stake of 2,538 shares — an estimated $53K sold.

Wealthspire Advisors (Maryland) first reported a position in SJR in Q1 2017 and held it in 9 quarters. The position peaked at $58K in Q4 2017. 198 funds tracked by Wall St. Rank hold SJR as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Shaw Communications Inc. position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 2,538 Shaw Communications Inc. shares in Q2 2019, an estimated $53K.
Wealthspire Advisors (Maryland) first reported a position in Shaw Communications Inc. in Q1 2017 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s Shaw Communications Inc. position peaked at $58K in Q4 2017.
198 funds tracked by Wall St. Rank held Shaw Communications Inc. as of Q2 2019.

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