WAM
STS

Wealthspire Advisors (Maryland)’s Supreme Industries Inc Class A STS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio STS Stock Details STS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-21,816
Closed -$359K – 2618
2017
Q2 		$359K Sell
21,816
-550
-2% -$10.2K 0.04% 302
2017
Q1 		$453K Buy
22,366
+550
+3% +$10.3K 0.06% 200
2016
Q4 		$343K Hold
21,816
– – 0.05% 246
2016
Q3 		$421K Hold
21,816
– – 0.07% 200
2016
Q2 		$299K Hold
21,816
– – 0.05% 254
2016
Q1 		$193K Hold
21,816
– – 0.03% 371
2015
Q4 		$149K Buy
+21,816
New +$169K 0.03% 442

Other funds holding STS

AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s STS Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of Supreme Industries Inc Class A (STS) in Q3 2017, closing a stake of 21,816 shares — an estimated $359K sold.

Wealthspire Advisors (Maryland) first reported a position in STS in Q4 2015 and held it in 7 quarters. The position peaked at $453K in Q1 2017. 2 funds tracked by Wall St. Rank hold STS as of Q3 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Supreme Industries Inc Class A position as of Q3 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 21,816 Supreme Industries Inc Class A shares in Q3 2017, an estimated $359K.
  • Wealthspire Advisors (Maryland) first reported a position in Supreme Industries Inc Class A in Q4 2015 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Supreme Industries Inc Class A position peaked at $453K in Q1 2017.
  • 2 funds tracked by Wall St. Rank held Supreme Industries Inc Class A as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.