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Wealthspire Advisors (Maryland)’s Timken Company TKR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,632
Closed -$71K – 1880
2019
Q1 		$71K Buy
1,632
+77
+5% +$3.27K 0.01% 767
2018
Q4 		$58K Buy
1,555
+285
+22% +$11.5K 0.01% 800
2018
Q3 		$63K Buy
1,270
+83
+7% +$3.92K 0.01% 884
2018
Q2 		$52K Sell
1,187
-1,015
-46% -$47.3K ﹤0.01% 965
2018
Q1 		$100K Buy
2,202
+2,052
+1,368% +$98.8K 0.01% 716
2017
Q4 		$7K Buy
150
+27
+22% +$1.31K ﹤0.01% 1738
2017
Q3 		$6K Buy
123
+7
+6% +$323 ﹤0.01% 1753
2017
Q2 		$5K Buy
116
+12
+12% +$551 ﹤0.01% 1785
2017
Q1 		$5K Hold
104
– – ﹤0.01% 1532
2016
Q4 		$4K Buy
104
+59
+131% +$2.19K ﹤0.01% 1437
2016
Q3 		$2K Hold
45
– – ﹤0.01% 1569
2016
Q2 		$1K Hold
45
– – ﹤0.01% 1632
2016
Q1 		$2K Sell
45
-25
-36% -$725 ﹤0.01% 1557
2015
Q4 		$2K Buy
+70
New +$2.11K ﹤0.01% 1542

Other funds holding TKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $743M AUM 34.03% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Timken Company (TKR) in Q2 2019, closing a stake of 1,632 shares — an estimated $71K sold.

Wealthspire Advisors (Maryland) first reported a position in TKR in Q4 2015 and held it in 14 quarters. The position peaked at $100K in Q1 2018. 354 funds tracked by Wall St. Rank hold TKR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Timken Company position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,632 Timken Company shares in Q2 2019, an estimated $71K.
  • Wealthspire Advisors (Maryland) first reported a position in Timken Company in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Timken Company position peaked at $100K in Q1 2018.
  • 354 funds tracked by Wall St. Rank held Timken Company as of Q2 2019.

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