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Wealthspire Advisors (Maryland)’s Super Micro Computer SMCI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,110
Closed -$3K – 2491
2018
Q2 		$3K Buy
1,110
+140
+14% +$306 ﹤0.01% 2044
2018
Q1 		$2K Buy
970
+130
+15% +$261 ﹤0.01% 2209
2017
Q4 		$2K Buy
+840
New +$1.8K ﹤0.01% 2165

Other funds holding SMCI

DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SMCI Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Super Micro Computer (SMCI) in Q3 2018, closing a stake of 1,110 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in SMCI in Q4 2017 and held it in 3 quarters. The position peaked at $3K in Q2 2018. 34 funds tracked by Wall St. Rank hold SMCI as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Super Micro Computer position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,110 Super Micro Computer shares in Q3 2018, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Super Micro Computer in Q4 2017 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Super Micro Computer position peaked at $3K in Q2 2018.
  • 34 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.