WAM
VAL

Wealthspire Advisors (Maryland)’s Valspar VAL Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio VAL Stock Details VAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-31
Closed -$3K – 2365
2017
Q1 		$3K Buy
31
+1
+3% +$110 ﹤0.01% 1664
2016
Q4 		$3K Buy
30
+5
+20% +$516 ﹤0.01% 1521
2016
Q3 		$3K Hold
25
– – ﹤0.01% 1520
2016
Q2 		$3K Hold
25
– – ﹤0.01% 1474
2016
Q1 		$3K Sell
25
-27
-52% -$2.23K ﹤0.01% 1495
2015
Q4 		$4K Buy
+52
New +$4.21K ﹤0.01% 1427

Other funds holding VAL

PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Wealthspire Advisors (Maryland)'s VAL Position: Q2 2017 in Review

Wealthspire Advisors (Maryland) sold out of Valspar (VAL) in Q2 2017, closing a stake of 31 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in VAL in Q4 2015 and held it in 6 quarters. The position peaked at $4K in Q4 2015. 4 funds tracked by Wall St. Rank hold VAL as of Q2 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Valspar position as of Q2 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 31 Valspar shares in Q2 2017, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Valspar in Q4 2015 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Valspar position peaked at $4K in Q4 2015.
  • 4 funds tracked by Wall St. Rank held Valspar as of Q2 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2017, filed 9 Aug 2017.