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Wealthspire Advisors (Maryland)’s Unisys UIS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio UIS Stock Details UIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-95
Closed -$1K – 1946
2019
Q1 		$1K Sell
95
-2,405
-96% -$31K ﹤0.01% 2396
2018
Q4 		$29K Sell
2,500
-137
-5% -$2.16K ﹤0.01% 1079
2018
Q3 		$54K Buy
2,637
+119
+5% +$1.96K ﹤0.01% 938
2018
Q2 		$32K Sell
2,518
-311
-11% -$3.72K ﹤0.01% 1132
2018
Q1 		$30K Sell
2,829
-2,644
-48% -$26.6K ﹤0.01% 1168
2017
Q4 		$45K Sell
5,473
-75
-1% -$615 ﹤0.01% 1049
2017
Q3 		$47K Buy
5,548
+5,149
+1,290% +$49.9K 0.01% 1008
2017
Q2 		$5K Buy
399
+381
+2,117% +$4.63K ﹤0.01% 1786
2017
Q1 		$0 Buy
+18
New +$249 ﹤0.01% 2016
2016
Q1 		– Sell
-50
Closed -$1K – 1845
2015
Q4 		$1K Buy
+50
New +$633 ﹤0.01% 1656

Other funds holding UIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $295M AUM 95.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Unisys (UIS) in Q2 2019, closing a stake of 95 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in UIS in Q4 2015 and held it in 10 quarters. The position peaked at $54K in Q3 2018. 188 funds tracked by Wall St. Rank hold UIS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Unisys position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 95 Unisys shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Unisys in Q4 2015 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s Unisys position peaked at $54K in Q3 2018.
  • 188 funds tracked by Wall St. Rank held Unisys as of Q2 2019.

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