WAM
VRTV

Wealthspire Advisors (Maryland)’s VERITIV CORPORATION VRTV Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio VRTV Stock Details VRTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,466
Closed -$39K – 2204
2019
Q1 		$39K Hold
1,466
– – ﹤0.01% 996
2018
Q4 		$37K Sell
1,466
-90
-6% -$2.73K ﹤0.01% 981
2018
Q3 		$57K Sell
1,556
-162
-9% -$6.95K ﹤0.01% 923
2018
Q2 		$68K Buy
1,718
+168
+11% +$5.98K 0.01% 867
2018
Q1 		$61K Buy
1,550
+940
+154% +$28.6K 0.01% 905
2017
Q4 		$18K Sell
610
-365
-37% -$10.6K ﹤0.01% 1364
2017
Q3 		$32K Buy
975
+354
+57% +$11.8K ﹤0.01% 1139
2017
Q2 		$28K Buy
621
+362
+140% +$16.6K ﹤0.01% 1153
2017
Q1 		$13K Sell
259
-8
-3% -$441 ﹤0.01% 1250
2016
Q4 		$14K Hold
267
– – ﹤0.01% 1125
2016
Q3 		$13K Hold
267
– – ﹤0.01% 1187
2016
Q2 		$10K Hold
267
– – ﹤0.01% 1210
2016
Q1 		$10K Buy
267
+8
+3% +$263 ﹤0.01% 1197
2015
Q4 		$9K Buy
+259
New +$10.3K ﹤0.01% 1231

Other funds holding VRTV

BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Wealthspire Advisors (Maryland) sold out of VERITIV CORPORATION (VRTV) in Q2 2019, closing a stake of 1,466 shares — an estimated $39K sold.

Wealthspire Advisors (Maryland) first reported a position in VRTV in Q4 2015 and held it in 14 quarters. The position peaked at $68K in Q2 2018. 160 funds tracked by Wall St. Rank hold VRTV as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining VERITIV CORPORATION position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,466 VERITIV CORPORATION shares in Q2 2019, an estimated $39K.
  • Wealthspire Advisors (Maryland) first reported a position in VERITIV CORPORATION in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s VERITIV CORPORATION position peaked at $68K in Q2 2018.
  • 160 funds tracked by Wall St. Rank held VERITIV CORPORATION as of Q2 2019.

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