Wealthspire Advisors (Maryland)’s SP Plus Corporation SP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,135	Closed	-$39K	–	2177
2019 Q1	$39K	Hold	1,135	–	–	﹤0.01%	994
2018 Q4	$34K	Hold	1,135	–	–	﹤0.01%	1010
2018 Q3	$41K	Hold	1,135	–	–	﹤0.01%	1041
2018 Q2	$42K	Hold	1,135	–	–	﹤0.01%	1051
2018 Q1	$40K	Hold	1,135	–	–	﹤0.01%	1076
2017 Q4	$42K	Hold	1,135	–	–	﹤0.01%	1080
2017 Q3	$45K	Sell	1,135 -640	-36%	-$22.5K	﹤0.01%	1023
2017 Q2	$54K	Hold	1,775	–	–	0.01%	929
2017 Q1	$60K	Hold	1,775	–	–	0.01%	759
2016 Q4	$50K	Sell	1,775 -280	-14%	-$7.42K	0.01%	768
2016 Q3	$53K	Buy	2,055 +50	+2%	+$1.24K	0.01%	762
2016 Q2	$45K	Hold	2,005	–	–	0.01%	767
2016 Q1	$48K	Hold	2,005	–	–	0.01%	715
2015 Q4	$48K	Buy	+2,005	New	+$49.1K	0.01%	728

Other funds holding SP

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

PCP

P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of SP Plus Corporation (SP) in Q2 2019, closing a stake of 1,135 shares — an estimated $39K sold.

Wealthspire Advisors (Maryland) first reported a position in SP in Q4 2015 and held it in 14 quarters. The position peaked at $60K in Q1 2017. 145 funds tracked by Wall St. Rank hold SP as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining SP Plus Corporation position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,135 SP Plus Corporation shares in Q2 2019, an estimated $39K.
Wealthspire Advisors (Maryland) first reported a position in SP Plus Corporation in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s SP Plus Corporation position peaked at $60K in Q1 2017.
145 funds tracked by Wall St. Rank held SP Plus Corporation as of Q2 2019.

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