WAM
VR

Wealthspire Advisors (Maryland)’s Validus Hold Ltd VR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio VR Stock Details VR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-46
Closed -$3K – 2618
2018
Q2 		$3K Sell
46
-11
-19% -$744 ﹤0.01% 2099
2018
Q1 		$4K Sell
57
-1
-2% -$63 ﹤0.01% 1974
2017
Q4 		$3K Buy
58
+17
+41% +$840 ﹤0.01% 2069
2017
Q3 		$2K Hold
41
– – ﹤0.01% 2043
2017
Q2 		$2K Sell
41
-131
-76% -$7.06K ﹤0.01% 2044
2017
Q1 		$10K Sell
172
-4
-2% -$228 ﹤0.01% 1357
2016
Q4 		$10K Sell
176
-3
-2% -$159 ﹤0.01% 1244
2016
Q3 		$9K Sell
179
-2
-1% -$99 ﹤0.01% 1281
2016
Q2 		$9K Hold
181
– – ﹤0.01% 1232
2016
Q1 		$9K Sell
181
-1,507
-89% -$67.7K ﹤0.01% 1222
2015
Q4 		$78K Buy
+1,688
New +$76.8K 0.01% 593

Wealthspire Advisors (Maryland)'s VR Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Validus Hold Ltd (VR) in Q3 2018, closing a stake of 46 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in VR in Q4 2015 and held it in 11 quarters. The position peaked at $78K in Q4 2015. 0 funds tracked by Wall St. Rank hold VR as of Q3 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Validus Hold Ltd position as of Q3 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 46 Validus Hold Ltd shares in Q3 2018, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Validus Hold Ltd in Q4 2015 and held it in 11 quarters.
  • Wealthspire Advisors (Maryland)'s Validus Hold Ltd position peaked at $78K in Q4 2015.
  • 0 funds tracked by Wall St. Rank held Validus Hold Ltd as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.