WAM
UFS

Wealthspire Advisors (Maryland)’s DOMTAR CORPORATION (New) UFS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio UFS Stock Details UFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-645
Closed -$32K – 2508
2019
Q1 		$32K Sell
645
-21
-3% -$999 ﹤0.01% 1088
2018
Q4 		$23K Sell
666
-83
-11% -$3.64K ﹤0.01% 1160
2018
Q3 		$39K Buy
749
+15
+2% +$756 ﹤0.01% 1059
2018
Q2 		$35K Sell
734
-2
-0.3% -$93 ﹤0.01% 1098
2018
Q1 		$31K Sell
736
-25
-3% -$1.18K ﹤0.01% 1157
2017
Q4 		$38K Buy
761
+123
+19% +$5.72K ﹤0.01% 1122
2017
Q3 		$28K Buy
638
+20
+3% +$797 ﹤0.01% 1188
2017
Q2 		$24K Sell
618
-3
-0.5% -$112 ﹤0.01% 1209
2017
Q1 		$23K Hold
621
– – ﹤0.01% 1041
2016
Q4 		$24K Buy
621
+15
+2% +$571 ﹤0.01% 973
2016
Q3 		$23K Sell
606
-15
-2% -$553 ﹤0.01% 1020
2016
Q2 		$22K Buy
621
+7
+1% +$269 ﹤0.01% 977
2016
Q1 		$25K Sell
614
-3
-0.5% -$103 ﹤0.01% 893
2015
Q4 		$23K Buy
+617
New +$24.4K ﹤0.01% 930

Other funds holding UFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of DOMTAR CORPORATION (New) (UFS) in Q2 2019, closing a stake of 645 shares — an estimated $32K sold.

Wealthspire Advisors (Maryland) first reported a position in UFS in Q4 2015 and held it in 14 quarters. The position peaked at $39K in Q3 2018. 278 funds tracked by Wall St. Rank hold UFS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining DOMTAR CORPORATION (New) position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 645 DOMTAR CORPORATION (New) shares in Q2 2019, an estimated $32K.
  • Wealthspire Advisors (Maryland) first reported a position in DOMTAR CORPORATION (New) in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s DOMTAR CORPORATION (New) position peaked at $39K in Q3 2018.
  • 278 funds tracked by Wall St. Rank held DOMTAR CORPORATION (New) as of Q2 2019.

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