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Wealthspire Advisors (Maryland)’s Spire SR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-196
Closed -$16K – 1799
2019
Q1 		$16K Sell
196
-245
-56% -$19.1K ﹤0.01% 1372
2018
Q4 		$33K Sell
441
-478
-52% -$36.1K ﹤0.01% 1017
2018
Q3 		$68K Sell
919
-368
-29% -$27.2K 0.01% 849
2018
Q2 		$91K Buy
1,287
+196
+18% +$13.8K 0.01% 742
2018
Q1 		$79K Sell
1,091
-112
-9% -$7.63K 0.01% 804
2017
Q4 		$90K Sell
1,203
-6
-0.5% -$465 0.01% 757
2017
Q3 		$90K Buy
1,209
+48
+4% +$3.56K 0.01% 757
2017
Q2 		$81K Buy
1,161
+59
+5% +$4.12K 0.01% 769
2017
Q1 		$74K Buy
1,102
+415
+60% +$27K 0.01% 688
2016
Q4 		$44K Buy
687
+74
+12% +$4.66K 0.01% 808
2016
Q3 		$39K Sell
613
-312
-34% -$20.9K 0.01% 851
2016
Q2 		$66K Buy
925
+410
+80% +$26.9K 0.01% 656
2016
Q1 		$35K Sell
515
-589
-53% -$37.5K 0.01% 794
2015
Q4 		$66K Buy
+1,104
New +$63.6K 0.01% 639

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Spire (SR) in Q2 2019, closing a stake of 196 shares — an estimated $16K sold.

Wealthspire Advisors (Maryland) first reported a position in SR in Q4 2015 and held it in 14 quarters. The position peaked at $91K in Q2 2018. 263 funds tracked by Wall St. Rank hold SR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Spire position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 196 Spire shares in Q2 2019, an estimated $16K.
  • Wealthspire Advisors (Maryland) first reported a position in Spire in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Spire position peaked at $91K in Q2 2018.
  • 263 funds tracked by Wall St. Rank held Spire as of Q2 2019.

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