WAM
SWI

Wealthspire Advisors (Maryland)’s SOLARWINDS INC COM STK (DE) SWI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SWI Stock Details SWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-295
Closed -$17K – 1956
2015
Q4 		$17K Buy
+295
New +$16.3K ﹤0.01% 1033

Other funds holding SWI

BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SWI Position: Q1 2016 in Review

Wealthspire Advisors (Maryland) sold out of SOLARWINDS INC COM STK (DE) (SWI) in Q1 2016, closing a stake of 295 shares — an estimated $17K sold.

Wealthspire Advisors (Maryland) first reported a position in SWI in Q4 2015 and held it in 1 quarter. The position peaked at $17K in Q4 2015. 4 funds tracked by Wall St. Rank hold SWI as of Q1 2016.

  • Wealthspire Advisors (Maryland) reported no remaining SOLARWINDS INC COM STK (DE) position as of Q1 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 295 SOLARWINDS INC COM STK (DE) shares in Q1 2016, an estimated $17K.
  • Wealthspire Advisors (Maryland) first reported a position in SOLARWINDS INC COM STK (DE) in Q4 2015 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s SOLARWINDS INC COM STK (DE) position peaked at $17K in Q4 2015.
  • 4 funds tracked by Wall St. Rank held SOLARWINDS INC COM STK (DE) as of Q1 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2016, filed 6 May 2016.