Wealthspire Advisors (Maryland)’s Taubman Centers Inc. TCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-242	Closed	-$13K	–	2376
2019 Q1	$13K	Buy	242 +6	+3%	+$304	﹤0.01%	1442
2018 Q4	$11K	Sell	236 -37	-14%	-$1.94K	﹤0.01%	1450
2018 Q3	$16K	Hold	273	–	–	﹤0.01%	1399
2018 Q2	$16K	Buy	273 +3	+1%	+$168	﹤0.01%	1409
2018 Q1	$15K	Sell	270 -11	-4%	-$659	﹤0.01%	1417
2017 Q4	$18K	Buy	281 +264	+1,553%	+$14.5K	﹤0.01%	1365
2017 Q3	$1K	Sell	17 -35	-67%	-$1.92K	﹤0.01%	2183
2017 Q2	$3K	Buy	52 +19	+58%	+$1.17K	﹤0.01%	1933
2017 Q1	$2K	Buy	33 +4	+14%	+$277	﹤0.01%	1737
2016 Q4	$2K	Hold	29	–	–	﹤0.01%	1584
2016 Q3	$2K	Hold	29	–	–	﹤0.01%	1587
2016 Q2	$2K	Hold	29	–	–	﹤0.01%	1552
2016 Q1	$2K	Hold	29	–	–	﹤0.01%	1577
2015 Q4	$2K	Buy	+29	New	+$2.16K	﹤0.01%	1554

Other funds holding TCO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

MIRH

Madison International Realty Holdings New York $54.9M AUM

Wealthspire Advisors (Maryland)'s TCO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Taubman Centers Inc. (TCO) in Q2 2019, closing a stake of 242 shares — an estimated $13K sold.

Wealthspire Advisors (Maryland) first reported a position in TCO in Q4 2015 and held it in 14 quarters. The position peaked at $18K in Q4 2017. 252 funds tracked by Wall St. Rank hold TCO as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Taubman Centers Inc. position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 242 Taubman Centers Inc. shares in Q2 2019, an estimated $13K.
Wealthspire Advisors (Maryland) first reported a position in Taubman Centers Inc. in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Taubman Centers Inc. position peaked at $18K in Q4 2017.
252 funds tracked by Wall St. Rank held Taubman Centers Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.