WAM
STRZA

Wealthspire Advisors (Maryland)’s Starz - Series A STRZA Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio STRZA Stock Details STRZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-35
Closed -$1K – 1931
2016
Q3 		$1K Hold
35
– – ﹤0.01% 1713
2016
Q2 		$1K Hold
35
– – ﹤0.01% 1676
2016
Q1 		$1K Sell
35
-18
-34% -$493 ﹤0.01% 1724
2015
Q4 		$2K Buy
+53
New +$1.89K ﹤0.01% 1574

Other funds holding STRZA

WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VIA
Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return
YWP
YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s STRZA Position: Q4 2016 in Review

Wealthspire Advisors (Maryland) sold out of Starz - Series A (STRZA) in Q4 2016, closing a stake of 35 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in STRZA in Q4 2015 and held it in 4 quarters. The position peaked at $2K in Q4 2015. 7 funds tracked by Wall St. Rank hold STRZA as of Q4 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Starz - Series A position as of Q4 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 35 Starz - Series A shares in Q4 2016, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Starz - Series A in Q4 2015 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Starz - Series A position peaked at $2K in Q4 2015.
  • 7 funds tracked by Wall St. Rank held Starz - Series A as of Q4 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2016, filed 6 Feb 2017.