Wealthspire Advisors (Maryland)’s Talen Energy Corporation TLN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio TLN Stock Details TLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-857	Closed	-$12K	–	1926
2016 Q3	$12K	Hold	857	–	–	﹤0.01%	1220
2016 Q2	$12K	Hold	857	–	–	﹤0.01%	1175
2016 Q1	$8K	Hold	857	–	–	﹤0.01%	1243
2015 Q4	$5K	Buy	+857	New	+$7.07K	﹤0.01%	1377

Other funds holding TLN

PFSC

Peoples Financial Services Corp Dunmore, Pennsylvania $231M AUM 37.59% 1-Year Est. Return

SFG

SevenBridge Financial Group Harrisburg, Pennsylvania $640M AUM 27.29% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

YWP

YorkBridge Wealth Partners New York $394M AUM 15.56% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TLN Position: Q4 2016 in Review

Wealthspire Advisors (Maryland) sold out of Talen Energy Corporation (TLN) in Q4 2016, closing a stake of 857 shares — an estimated $12K sold.

Wealthspire Advisors (Maryland) first reported a position in TLN in Q4 2015 and held it in 4 quarters. The position peaked at $12K in Q3 2016. 6 funds tracked by Wall St. Rank hold TLN as of Q4 2016.

Wealthspire Advisors (Maryland) reported no remaining Talen Energy Corporation position as of Q4 2016 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 857 Talen Energy Corporation shares in Q4 2016, an estimated $12K.
Wealthspire Advisors (Maryland) first reported a position in Talen Energy Corporation in Q4 2015 and held it in 4 quarters.
Wealthspire Advisors (Maryland)'s Talen Energy Corporation position peaked at $12K in Q3 2016.
6 funds tracked by Wall St. Rank held Talen Energy Corporation as of Q4 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2016, filed 6 Feb 2017.