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Wealthspire Advisors (Maryland)’s Twin Disc TWIN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio TWIN Stock Details TWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-129
Closed -$3K – 2579
2018
Q1 		$3K Sell
129
-60
-32% -$1.56K ﹤0.01% 2070
2017
Q4 		$5K Sell
189
-38
-17% -$930 ﹤0.01% 1851
2017
Q3 		$4K Hold
227
– – ﹤0.01% 1871
2017
Q2 		$4K Hold
227
– – ﹤0.01% 1848
2017
Q1 		$5K Buy
+227
New +$4.13K ﹤0.01% 1536
2016
Q2 		– Sell
-65
Closed -$1K – 1806
2016
Q1 		$1K Buy
+65
New +$625 ﹤0.01% 1678

Other funds holding TWIN

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TWIN Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Twin Disc (TWIN) in Q2 2018, closing a stake of 129 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in TWIN in Q1 2016 and held it in 6 quarters. The position peaked at $5K in Q4 2017. 64 funds tracked by Wall St. Rank hold TWIN as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Twin Disc position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 129 Twin Disc shares in Q2 2018, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Twin Disc in Q1 2016 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Twin Disc position peaked at $5K in Q4 2017.
  • 64 funds tracked by Wall St. Rank held Twin Disc as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.