Wealthspire Advisors (Maryland)’s TriplePoint Venture Growth BDC TPVG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-225	Closed	-$2K	–	2595
2018 Q4	$2K	Hold	225	–	–	﹤0.01%	2135
2018 Q3	$3K	Hold	225	–	–	﹤0.01%	2076
2018 Q2	$3K	Hold	225	–	–	﹤0.01%	2054
2018 Q1	$3K	Hold	225	–	–	﹤0.01%	2068
2017 Q4	$3K	Hold	225	–	–	﹤0.01%	2027
2017 Q3	$3K	Buy	225 +30	+15%	+$399	﹤0.01%	1925
2017 Q2	$3K	Buy	195 +45	+30%	+$614	﹤0.01%	1920
2017 Q1	$2K	Hold	150	–	–	﹤0.01%	1716
2016 Q4	$2K	Hold	150	–	–	﹤0.01%	1574
2016 Q3	$2K	Hold	150	–	–	﹤0.01%	1571
2016 Q2	$2K	Hold	150	–	–	﹤0.01%	1536
2016 Q1	$2K	Hold	150	–	–	﹤0.01%	1558
2015 Q4	$2K	Buy	+150	New	+$1.71K	﹤0.01%	1543

Other funds holding TPVG

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TPVG Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of TriplePoint Venture Growth BDC (TPVG) in Q1 2019, closing a stake of 225 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in TPVG in Q4 2015 and held it in 13 quarters. The position peaked at $3K in Q3 2018. 55 funds tracked by Wall St. Rank hold TPVG as of Q1 2019.

Wealthspire Advisors (Maryland) reported no remaining TriplePoint Venture Growth BDC position as of Q1 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 225 TriplePoint Venture Growth BDC shares in Q1 2019, an estimated $2K.
Wealthspire Advisors (Maryland) first reported a position in TriplePoint Venture Growth BDC in Q4 2015 and held it in 13 quarters.
Wealthspire Advisors (Maryland)'s TriplePoint Venture Growth BDC position peaked at $3K in Q3 2018.
55 funds tracked by Wall St. Rank held TriplePoint Venture Growth BDC as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.