Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
WAM
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
–
1919
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
EARNEST Partners
Atlanta, Georgia
$24.3B AUM
34.41%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
SAM
Southernsun Asset Management
Memphis, Tennessee
$690M AUM
30.68%
1-Year Est. Return
AAMU
Amundi Asset Management US
Boston, Massachusetts
$131B AUM
73.57%
1-Year Est. Return
Russell Investments Group
London, United Kingdom
$93.1B AUM
28.26%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close