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Wealthspire Advisors (Maryland)’s Ultra Clean Holdings UCTT Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio UCTT Stock Details UCTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-190
Closed -$2K – 1936
2019
Q1 		$2K Hold
190
– – ﹤0.01% 2212
2018
Q4 		$2K Buy
190
+176
+1,257% +$1.72K ﹤0.01% 2140
2018
Q3 		$0 Buy
+14
New +$204 ﹤0.01% 2512
2018
Q2 		– Sell
-6
Closed – – 2580
2018
Q1 		$0 Buy
+6
New +$127 ﹤0.01% 2644

Other funds holding UCTT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $434M AUM 170.22% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
SGCIA
Smith Graham & Co Investment Advisors Houston, Texas $868M AUM 24.69% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Ultra Clean Holdings (UCTT) in Q2 2019, closing a stake of 190 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in UCTT in Q1 2018 and held it in 4 quarters. The position peaked at $2K in Q1 2019. 151 funds tracked by Wall St. Rank hold UCTT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Ultra Clean Holdings position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 190 Ultra Clean Holdings shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Ultra Clean Holdings in Q1 2018 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Ultra Clean Holdings position peaked at $2K in Q1 2019.
  • 151 funds tracked by Wall St. Rank held Ultra Clean Holdings as of Q2 2019.

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