WAM
TSS

Wealthspire Advisors (Maryland)’s Total System Services, Inc. TSS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio TSS Stock Details TSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-997
Closed -$95K – 2522
2019
Q1 		$95K Sell
997
-9
-0.9% -$814 0.01% 659
2018
Q4 		$82K Sell
1,006
-285
-22% -$25.2K 0.01% 675
2018
Q3 		$127K Buy
1,291
+31
+2% +$2.92K 0.01% 598
2018
Q2 		$106K Sell
1,260
-308
-20% -$26.5K 0.01% 687
2018
Q1 		$135K Sell
1,568
-529
-25% -$45.5K 0.01% 594
2017
Q4 		$166K Sell
2,097
-44
-2% -$3.2K 0.02% 557
2017
Q3 		$140K Buy
2,141
+182
+9% +$11.8K 0.02% 592
2017
Q2 		$114K Buy
1,959
+228
+13% +$13K 0.01% 646
2017
Q1 		$93K Buy
1,731
+40
+2% +$2.13K 0.01% 628
2016
Q4 		$83K Sell
1,691
-172
-9% -$8.45K 0.01% 642
2016
Q3 		$88K Sell
1,863
-841
-31% -$42.2K 0.01% 611
2016
Q2 		$144K Buy
2,704
+1,213
+81% +$62.9K 0.02% 455
2016
Q1 		$71K Sell
1,491
-890
-37% -$39K 0.01% 616
2015
Q4 		$119K Buy
+2,381
New +$124K 0.02% 484

Other funds holding TSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TSS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Total System Services, Inc. (TSS) in Q2 2019, closing a stake of 997 shares — an estimated $95K sold.

Wealthspire Advisors (Maryland) first reported a position in TSS in Q4 2015 and held it in 14 quarters. The position peaked at $166K in Q4 2017. 594 funds tracked by Wall St. Rank hold TSS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Total System Services, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 997 Total System Services, Inc. shares in Q2 2019, an estimated $95K.
  • Wealthspire Advisors (Maryland) first reported a position in Total System Services, Inc. in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Total System Services, Inc. position peaked at $166K in Q4 2017.
  • 594 funds tracked by Wall St. Rank held Total System Services, Inc. as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.