Wealthspire Advisors (Maryland)’s Taro Pharmaceutical Industries Ltd. TARO Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio TARO Stock Details TARO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-74	Closed	-$8K	–	2672
2017 Q4	$8K	Sell	74 -13	-15%	-$1.43K	﹤0.01%	1694
2017 Q3	$10K	Hold	87	–	–	﹤0.01%	1587
2017 Q2	$10K	Buy	87 +6	+7%	+$678	﹤0.01%	1548
2017 Q1	$9K	Buy	81 +44	+119%	+$4.87K	﹤0.01%	1382
2016 Q4	$4K	Buy	37 +19	+106%	+$1.99K	﹤0.01%	1443
2016 Q3	$2K	Buy	+18	New	+$2.38K	﹤0.01%	1579

Other funds holding TARO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MICM

Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Fort LP Chevy Chase, Maryland $39.6M AUM 37.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TARO Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of Taro Pharmaceutical Industries Ltd. (TARO) in Q1 2018, closing a stake of 74 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in TARO in Q3 2016 and held it in 6 quarters. The position peaked at $10K in Q3 2017. 109 funds tracked by Wall St. Rank hold TARO as of Q1 2018.

Wealthspire Advisors (Maryland) reported no remaining Taro Pharmaceutical Industries Ltd. position as of Q1 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 74 Taro Pharmaceutical Industries Ltd. shares in Q1 2018, an estimated $8K.
Wealthspire Advisors (Maryland) first reported a position in Taro Pharmaceutical Industries Ltd. in Q3 2016 and held it in 6 quarters.
Wealthspire Advisors (Maryland)'s Taro Pharmaceutical Industries Ltd. position peaked at $10K in Q3 2017.
109 funds tracked by Wall St. Rank held Taro Pharmaceutical Industries Ltd. as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.