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Wealthspire Advisors (Maryland)’s TransAlta TAC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio TAC Stock Details TAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-156
Closed -$1K – 2446
2017
Q2 		$1K Sell
156
-37
-19% -$206 ﹤0.01% 2116
2017
Q1 		$1K Buy
+193
New +$1.1K ﹤0.01% 1840

Other funds holding TAC

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of TransAlta (TAC) in Q3 2017, closing a stake of 156 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in TAC in Q1 2017 and held it in 2 quarters. The position peaked at $1K in Q2 2017. 82 funds tracked by Wall St. Rank hold TAC as of Q3 2017.

  • Wealthspire Advisors (Maryland) reported no remaining TransAlta position as of Q3 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 156 TransAlta shares in Q3 2017, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in TransAlta in Q1 2017 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s TransAlta position peaked at $1K in Q2 2017.
  • 82 funds tracked by Wall St. Rank held TransAlta as of Q3 2017.

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