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Wealthspire Advisors (Maryland)’s Turning Point Brands TPB Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio TPB Stock Details TPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-13
Closed – – 2009
2016
Q4 		$0 Buy
+13
New +$173 ﹤0.01% 1839

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UOC
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Northern Trust
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RJA
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Wealthspire Advisors (Maryland)'s TPB Position: Q1 2017 in Review

Wealthspire Advisors (Maryland) sold out of Turning Point Brands (TPB) in Q1 2017, closing a stake of 13 shares.

Wealthspire Advisors (Maryland) first reported a position in TPB in Q4 2016 and held it in 1 quarter. The position peaked at $0 in Q4 2016. 44 funds tracked by Wall St. Rank hold TPB as of Q1 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Turning Point Brands position as of Q1 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 13 Turning Point Brands shares in Q1 2017.
  • Wealthspire Advisors (Maryland) first reported a position in Turning Point Brands in Q4 2016 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Turning Point Brands position peaked at $0 in Q4 2016.
  • 44 funds tracked by Wall St. Rank held Turning Point Brands as of Q1 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2017, filed 9 May 2017.