WAM
STJ

Wealthspire Advisors (Maryland)’s St Jude Medical STJ Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio STJ Stock Details STJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-468
Closed -$38K – 2108
2016
Q4 		$38K Buy
468
+57
+14% +$4.52K 0.01% 850
2016
Q3 		$33K Buy
411
+22
+6% +$1.78K 0.01% 904
2016
Q2 		$30K Buy
389
+131
+51% +$9.34K 0.01% 874
2016
Q1 		$14K Sell
258
-294
-53% -$16K ﹤0.01% 1112
2015
Q4 		$34K Buy
+552
New +$34.8K 0.01% 817

Other funds holding STJ

FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s STJ Position: Q1 2017 in Review

Wealthspire Advisors (Maryland) sold out of St Jude Medical (STJ) in Q1 2017, closing a stake of 468 shares — an estimated $38K sold.

Wealthspire Advisors (Maryland) first reported a position in STJ in Q4 2015 and held it in 5 quarters. The position peaked at $38K in Q4 2016. 4 funds tracked by Wall St. Rank hold STJ as of Q1 2017.

  • Wealthspire Advisors (Maryland) reported no remaining St Jude Medical position as of Q1 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 468 St Jude Medical shares in Q1 2017, an estimated $38K.
  • Wealthspire Advisors (Maryland) first reported a position in St Jude Medical in Q4 2015 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s St Jude Medical position peaked at $38K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held St Jude Medical as of Q1 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2017, filed 9 May 2017.