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Wealthspire Advisors (Maryland)’s United Microelectronic UMC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio UMC Stock Details UMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$74K Buy
+15,487
New +$57.5K ﹤0.01% 470
2019
Q2 		– Sell
-670
Closed -$1K – 1950
2019
Q1 		$1K Buy
670
+320
+91% +$590 ﹤0.01% 2398
2018
Q4 		$1K Buy
350
+238
+213% +$457 ﹤0.01% 2345
2018
Q3 		$0 Hold
112
– – ﹤0.01% 2515
2018
Q2 		$0 Buy
+112
New +$306 ﹤0.01% 2583
2018
Q1 		– Sell
-225
Closed -$1K – 2646
2017
Q4 		$1K Buy
+225
New +$574 ﹤0.01% 2347
2017
Q3 		– Sell
-319
Closed -$1K – 2467
2017
Q2 		$1K Hold
319
– – ﹤0.01% 2124
2017
Q1 		$1K Buy
+319
New +$606 ﹤0.01% 1845

Other funds holding UMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s UMC Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in United Microelectronic (UMC) in Q3 2020: 15,487 shares worth $74K. The stake represents ﹤0.01% of the portfolio and ranks #470 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in UMC as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in UMC in Q1 2017 and has held it in 8 quarters since. 145 funds tracked by Wall St. Rank hold UMC as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 15,487 shares of United Microelectronic worth $74K as of Q3 2020.
  • United Microelectronic was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • United Microelectronic made up ﹤0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #470 holding.
  • Wealthspire Advisors (Maryland) first reported a position in United Microelectronic in Q1 2017 and has held it in 8 quarters since.
  • 145 funds tracked by Wall St. Rank held United Microelectronic as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.