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Wealthspire Advisors (Maryland)’s Team TISI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio TISI Stock Details TISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-11
Closed -$2K – 1878
2019
Q1 		$2K Buy
11
+3
+38% +$475 ﹤0.01% 2206
2018
Q4 		$1K Sell
8
-5
-38% -$912 ﹤0.01% 2330
2018
Q3 		$3K Buy
13
+5
+63% +$1.13K ﹤0.01% 2075
2018
Q2 		$2K Sell
8
-2
-20% -$385 ﹤0.01% 2206
2018
Q1 		$1K Hold
10
– – ﹤0.01% 2404
2017
Q4 		$1K Buy
10
+9
+900% +$1.2K ﹤0.01% 2343
2017
Q3 		$0 Sell
1
-1
-50% -$153 ﹤0.01% 2452
2017
Q2 		$1K Sell
2
-64
-97% -$16.5K ﹤0.01% 2120
2017
Q1 		$18K Sell
66
-20
-23% -$6.33K ﹤0.01% 1128
2016
Q4 		$34K Sell
86
-24
-22% -$8.28K 0.01% 872
2016
Q3 		$36K Sell
110
-28
-20% -$8.29K 0.01% 878
2016
Q2 		$34K Buy
138
+58
+73% +$16.3K 0.01% 825
2016
Q1 		$24K Buy
80
+12
+18% +$3.08K ﹤0.01% 908
2015
Q4 		$22K Buy
+68
New +$24K ﹤0.01% 941

Other funds holding TISI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Team (TISI) in Q2 2019, closing a stake of 11 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in TISI in Q4 2015 and held it in 14 quarters. The position peaked at $36K in Q3 2016. 142 funds tracked by Wall St. Rank hold TISI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Team position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 11 Team shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Team in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Team position peaked at $36K in Q3 2016.
  • 142 funds tracked by Wall St. Rank held Team as of Q2 2019.

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