WAM
SLG icon

Wealthspire Advisors (Maryland)’s SL Green Realty SLG Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SLG Stock Details SLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-90
Closed -$8K – 1756
2019
Q1 		$8K Sell
90
-23
-20% -$1.99K ﹤0.01% 1639
2018
Q4 		$9K Sell
113
-102
-47% -$9.02K ﹤0.01% 1513
2018
Q3 		$20K Buy
215
+21
+11% +$2.07K ﹤0.01% 1310
2018
Q2 		$19K Sell
194
-18
-8% -$1.7K ﹤0.01% 1333
2018
Q1 		$20K Sell
212
-168
-44% -$15.7K ﹤0.01% 1304
2017
Q4 		$37K Buy
380
+262
+222% +$25.5K ﹤0.01% 1129
2017
Q3 		$12K Sell
118
-42
-26% -$4.07K ﹤0.01% 1519
2017
Q2 		$16K Buy
160
+2
+1% +$204 ﹤0.01% 1347
2017
Q1 		$16K Buy
158
+75
+90% +$7.91K ﹤0.01% 1165
2016
Q4 		$9K Sell
83
-198
-70% -$20.1K ﹤0.01% 1263
2016
Q3 		$29K Buy
281
+7
+3% +$768 ﹤0.01% 953
2016
Q2 		$28K Buy
274
+13
+5% +$1.28K ﹤0.01% 889
2016
Q1 		$25K Buy
261
+215
+467% +$19.7K ﹤0.01% 889
2015
Q4 		$5K Buy
+46
New +$5.16K ﹤0.01% 1363

Other funds holding SLG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of SL Green Realty (SLG) in Q2 2019, closing a stake of 90 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in SLG in Q4 2015 and held it in 14 quarters. The position peaked at $37K in Q4 2017. 335 funds tracked by Wall St. Rank hold SLG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining SL Green Realty position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 90 SL Green Realty shares in Q2 2019, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in SL Green Realty in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s SL Green Realty position peaked at $37K in Q4 2017.
  • 335 funds tracked by Wall St. Rank held SL Green Realty as of Q2 2019.

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