WAM
VGR

Wealthspire Advisors (Maryland)’s Vector Group Ltd. VGR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio VGR Stock Details VGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-52
Closed – – 2594
2018
Q3 		$0 Sell
52
-1
-2% -$11 ﹤0.01% 2541
2018
Q2 		$1K Hold
53
– – ﹤0.01% 2380
2018
Q1 		$1K Hold
53
– – ﹤0.01% 2424
2017
Q4 		$1K Hold
53
– – ﹤0.01% 2363
2017
Q3 		$1K Sell
53
-1
-2% -$13 ﹤0.01% 2170
2017
Q2 		$1K Hold
54
– – ﹤0.01% 2139
2017
Q1 		$1K Sell
54
-13
-19% -$175 ﹤0.01% 1862
2016
Q4 		$1K Sell
67
-3
-4% -$39 ﹤0.01% 1694
2016
Q3 		$1K Hold
70
– – ﹤0.01% 1673
2016
Q2 		$1K Hold
70
– – ﹤0.01% 1640
2016
Q1 		$1K Sell
70
-9
-11% -$120 ﹤0.01% 1685
2015
Q4 		$1K Buy
+79
New +$1.1K ﹤0.01% 1666

Other funds holding VGR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VGR Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Vector Group Ltd. (VGR) in Q4 2018, closing a stake of 52 shares.

Wealthspire Advisors (Maryland) first reported a position in VGR in Q4 2015 and held it in 12 quarters. The position peaked at $1K in Q2 2018. 220 funds tracked by Wall St. Rank hold VGR as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Vector Group Ltd. position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 52 Vector Group Ltd. shares in Q4 2018.
  • Wealthspire Advisors (Maryland) first reported a position in Vector Group Ltd. in Q4 2015 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s Vector Group Ltd. position peaked at $1K in Q2 2018.
  • 220 funds tracked by Wall St. Rank held Vector Group Ltd. as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.