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Wealthspire Advisors (Maryland)’s Visteon VC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio VC Stock Details VC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2,024
Closed -$136K – 1970
2019
Q1 		$136K Buy
2,024
+43
+2% +$3.23K 0.01% 545
2018
Q4 		$119K Buy
1,981
+1,129
+133% +$85.1K 0.01% 550
2018
Q3 		$79K Sell
852
-7
-0.8% -$810 0.01% 791
2018
Q2 		$111K Buy
859
+18
+2% +$2.25K 0.01% 668
2018
Q1 		$93K Buy
841
+5
+0.6% +$625 0.01% 744
2017
Q4 		$105K Sell
836
-555
-40% -$70.3K 0.01% 696
2017
Q3 		$172K Sell
1,391
-33
-2% -$3.74K 0.02% 529
2017
Q2 		$145K Sell
1,424
-268
-16% -$26.5K 0.02% 559
2017
Q1 		$166K Sell
1,692
-820
-33% -$75.6K 0.02% 452
2016
Q4 		$202K Sell
2,512
-280
-10% -$21K 0.03% 365
2016
Q3 		$200K Buy
2,792
+305
+12% +$21.3K 0.03% 382
2016
Q2 		$164K Sell
2,487
-1,030
-29% -$77K 0.03% 417
2016
Q1 		$280K Buy
3,517
+243
+7% +$19.1K 0.05% 273
2015
Q4 		$375K Buy
+3,274
New +$371K 0.07% 206

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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Visteon (VC) in Q2 2019, closing a stake of 2,024 shares — an estimated $136K sold.

Wealthspire Advisors (Maryland) first reported a position in VC in Q4 2015 and held it in 14 quarters. The position peaked at $375K in Q4 2015. 211 funds tracked by Wall St. Rank hold VC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Visteon position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,024 Visteon shares in Q2 2019, an estimated $136K.
  • Wealthspire Advisors (Maryland) first reported a position in Visteon in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Visteon position peaked at $375K in Q4 2015.
  • 211 funds tracked by Wall St. Rank held Visteon as of Q2 2019.

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