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Wealthspire Advisors (Maryland)’s Tidewater TDW Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-110
Closed -$3K – 2560
2018
Q3 		$3K Hold
110
– – ﹤0.01% 2073
2018
Q2 		$3K Hold
110
– – ﹤0.01% 2050
2018
Q1 		$3K Hold
110
– – ﹤0.01% 2066
2017
Q4 		$3K Buy
110
+90
+450% +$2.36K ﹤0.01% 2023
2017
Q3 		$1K Buy
+20
New +$532 ﹤0.01% 2147

Other funds holding TDW

RCM
Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QGA
Q Global Advisors Fort Worth, Texas $113M AUM 20.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCM
Moerus Capital Management New York $271M AUM 58.78% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TDW Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Tidewater (TDW) in Q4 2018, closing a stake of 110 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in TDW in Q3 2017 and held it in 5 quarters. The position peaked at $3K in Q3 2018. 110 funds tracked by Wall St. Rank hold TDW as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Tidewater position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 110 Tidewater shares in Q4 2018, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Tidewater in Q3 2017 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Tidewater position peaked at $3K in Q3 2018.
  • 110 funds tracked by Wall St. Rank held Tidewater as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.