WAM
SWIR

Wealthspire Advisors (Maryland)’s Sierra Wireless SWIR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio SWIR Stock Details SWIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-100
Closed -$1K – 1838
2016
Q1 		$1K Buy
+100
New +$1.35K ﹤0.01% 1690

Other funds holding SWIR

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Heathbridge Capital Management Toronto, Ontario, Canada $275M AUM 28.95% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BLA
Balter Liquid Alternatives Boston, Massachusetts $205M AUM 2.95% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SWIR Position: Q2 2016 in Review

Wealthspire Advisors (Maryland) sold out of Sierra Wireless (SWIR) in Q2 2016, closing a stake of 100 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in SWIR in Q1 2016 and held it in 1 quarter. The position peaked at $1K in Q1 2016. 94 funds tracked by Wall St. Rank hold SWIR as of Q2 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Sierra Wireless position as of Q2 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 100 Sierra Wireless shares in Q2 2016, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Sierra Wireless in Q1 2016 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Sierra Wireless position peaked at $1K in Q1 2016.
  • 94 funds tracked by Wall St. Rank held Sierra Wireless as of Q2 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2016, filed 12 Aug 2016.