WAM
VMRK

Wealthspire Advisors (Maryland)’s Vivmark Residential VMRK Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio VMRK Stock Details VMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,739
Closed -$131K – 923
2019
Q1 		$131K Buy
1,739
+3
+0.2% +$216 0.01% 556
2018
Q4 		$115K Buy
1,736
+949
+121% +$63.7K 0.01% 560
2018
Q3 		$52K Buy
787
+19
+2% +$1.26K ﹤0.01% 948
2018
Q2 		$49K Buy
768
+33
+4% +$2.06K ﹤0.01% 983
2018
Q1 		$45K Sell
735
-244
-25% -$14.5K ﹤0.01% 1026
2017
Q4 		$62K Buy
979
+536
+121% +$35.8K 0.01% 919
2017
Q3 		$29K Buy
443
+65
+17% +$4.35K ﹤0.01% 1167
2017
Q2 		$25K Buy
378
+122
+48% +$7.97K ﹤0.01% 1180
2017
Q1 		$16K Buy
256
+99
+63% +$6.19K ﹤0.01% 1159
2016
Q4 		$10K Sell
157
-12
-7% -$737 ﹤0.01% 1217
2016
Q3 		$11K Sell
169
-14
-8% -$934 ﹤0.01% 1229
2016
Q2 		$13K Sell
183
-200
-52% -$13.8K ﹤0.01% 1134
2016
Q1 		$29K Buy
383
+270
+239% +$20.2K 0.01% 847
2015
Q4 		$9K Buy
+113
New +$8.91K ﹤0.01% 1216

Other funds holding VMRK

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Vivmark Residential (VMRK) in Q2 2019, closing a stake of 1,739 shares — an estimated $131K sold.

Wealthspire Advisors (Maryland) first reported a position in VMRK in Q4 2015 and held it in 14 quarters. The position peaked at $131K in Q1 2019. 549 funds tracked by Wall St. Rank hold VMRK as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Vivmark Residential position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,739 Vivmark Residential shares in Q2 2019, an estimated $131K.
  • Wealthspire Advisors (Maryland) first reported a position in Vivmark Residential in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Vivmark Residential position peaked at $131K in Q1 2019.
  • 549 funds tracked by Wall St. Rank held Vivmark Residential as of Q2 2019.

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