WAM
TI.A

Wealthspire Advisors (Maryland)’s Telecom Italia 10 Svg TI.A Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio TI.A Stock Details TI.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-190
Closed -$2K – 2671
2018
Q1 		$2K Buy
+190
New +$1.49K ﹤0.01% 2265
2016
Q3 		– Sell
-132
Closed -$1K – 1843
2016
Q2 		$1K Hold
132
– – ﹤0.01% 1661
2016
Q1 		$1K Hold
132
– – ﹤0.01% 1707
2015
Q4 		$1K Buy
+132
New +$1.4K ﹤0.01% 1687

Other funds holding TI.A

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TI.A Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Telecom Italia 10 Svg (TI.A) in Q2 2018, closing a stake of 190 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in TI.A in Q4 2015 and held it in 4 quarters. The position peaked at $2K in Q1 2018. 43 funds tracked by Wall St. Rank hold TI.A as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Telecom Italia 10 Svg position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 190 Telecom Italia 10 Svg shares in Q2 2018, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Telecom Italia 10 Svg in Q4 2015 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Telecom Italia 10 Svg position peaked at $2K in Q1 2018.
  • 43 funds tracked by Wall St. Rank held Telecom Italia 10 Svg as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.