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Wealthspire Advisors (Maryland)’s Tejon Ranch TRC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio TRC Stock Details TRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-95
Closed -$2K – 2555
2017
Q3 		$2K Hold
95
– – ﹤0.01% 2015
2017
Q2 		$2K Buy
95
+12
+14% +$252 ﹤0.01% 2013
2017
Q1 		$2K Buy
+83
New +$1.88K ﹤0.01% 1717

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RA
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BlackRock
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TRC Position: Q4 2017 in Review

Wealthspire Advisors (Maryland) sold out of Tejon Ranch (TRC) in Q4 2017, closing a stake of 95 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in TRC in Q1 2017 and held it in 3 quarters. The position peaked at $2K in Q3 2017. 94 funds tracked by Wall St. Rank hold TRC as of Q4 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Tejon Ranch position as of Q4 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 95 Tejon Ranch shares in Q4 2017, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Tejon Ranch in Q1 2017 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Tejon Ranch position peaked at $2K in Q3 2017.
  • 94 funds tracked by Wall St. Rank held Tejon Ranch as of Q4 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2017, filed 7 Feb 2018.