WAM
TI

Wealthspire Advisors (Maryland)’s Telecom Italia TI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio TI Stock Details TI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-330
Closed -$2K – 2524
2019
Q1 		$2K Buy
+330
New +$1.9K ﹤0.01% 2272
2018
Q4 		– Sell
-232
Closed -$1K – 2694
2018
Q3 		$1K Sell
232
-591
-72% -$4.09K ﹤0.01% 2370
2018
Q2 		$6K Sell
823
-62
-7% -$566 ﹤0.01% 1765
2018
Q1 		$8K Buy
885
+235
+36% +$2.16K ﹤0.01% 1663
2017
Q4 		$6K Sell
650
-1,899
-74% -$16.4K ﹤0.01% 1811
2017
Q3 		$24K Buy
2,549
+80
+3% +$776 ﹤0.01% 1243
2017
Q2 		$23K Buy
2,469
+1,705
+223% +$15.8K ﹤0.01% 1224
2017
Q1 		$7K Buy
764
+466
+156% +$4.03K ﹤0.01% 1471
2016
Q4 		$3K Buy
+298
New +$2.42K ﹤0.01% 1527
2016
Q3 		– Sell
-57
Closed – – 1895
2016
Q2 		$0 Sell
57
-21
-27% -$198 ﹤0.01% 1931
2016
Q1 		$1K Sell
78
-73
-48% -$787 ﹤0.01% 1725
2015
Q4 		$2K Buy
+151
New +$1.89K ﹤0.01% 1577

Other funds holding TI

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Telecom Italia (TI) in Q2 2019, closing a stake of 330 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in TI in Q4 2015 and held it in 12 quarters. The position peaked at $24K in Q3 2017. 75 funds tracked by Wall St. Rank hold TI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Telecom Italia position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 330 Telecom Italia shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Telecom Italia in Q4 2015 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s Telecom Italia position peaked at $24K in Q3 2017.
  • 75 funds tracked by Wall St. Rank held Telecom Italia as of Q2 2019.

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