WAM
TYPE

Wealthspire Advisors (Maryland)’s Monotype Imaging Holdings Inc. TYPE Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio TYPE Stock Details TYPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-108
Closed -$2K – 2654
2018
Q4 		$2K Buy
+108
New +$1.92K ﹤0.01% 2184
2018
Q3 		– Sell
-110
Closed -$2K – 2594
2018
Q2 		$2K Buy
110
+46
+72% +$1.01K ﹤0.01% 2248
2018
Q1 		$1K Hold
64
– – ﹤0.01% 2457
2017
Q4 		$2K Buy
+64
New +$1.5K ﹤0.01% 2213

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TI
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RC
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Monotype Imaging Holdings Inc. (TYPE) in Q1 2019, closing a stake of 108 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in TYPE in Q4 2017 and held it in 4 quarters. The position peaked at $2K in Q4 2018. 156 funds tracked by Wall St. Rank hold TYPE as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Monotype Imaging Holdings Inc. position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 108 Monotype Imaging Holdings Inc. shares in Q1 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Monotype Imaging Holdings Inc. in Q4 2017 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Monotype Imaging Holdings Inc. position peaked at $2K in Q4 2018.
  • 156 funds tracked by Wall St. Rank held Monotype Imaging Holdings Inc. as of Q1 2019.

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