WAM
VVC

Wealthspire Advisors (Maryland)’s Vectren Corporation VVC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio VVC Stock Details VVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,222
Closed -$88K – 2676
2018
Q4 		$88K Buy
1,222
+103
+9% +$7.38K 0.01% 648
2018
Q3 		$80K Buy
1,119
+6
+0.5% +$428 0.01% 783
2018
Q2 		$80K Sell
1,113
-878
-44% -$60.7K 0.01% 800
2018
Q1 		$127K Sell
1,991
-143
-7% -$8.84K 0.01% 617
2017
Q4 		$139K Sell
2,134
-33
-2% -$2.21K 0.01% 599
2017
Q3 		$143K Sell
2,167
-204
-9% -$12.8K 0.02% 584
2017
Q2 		$139K Buy
2,371
+75
+3% +$4.5K 0.02% 573
2017
Q1 		$135K Sell
2,296
-179
-7% -$9.93K 0.02% 496
2016
Q4 		$129K Buy
2,475
+65
+3% +$3.22K 0.02% 499
2016
Q3 		$121K Sell
2,410
-837
-26% -$42.4K 0.02% 519
2016
Q2 		$171K Buy
3,247
+886
+38% +$44.3K 0.03% 406
2016
Q1 		$119K Sell
2,361
-200
-8% -$9.03K 0.02% 487
2015
Q4 		$109K Buy
+2,561
New +$110K 0.02% 499

Other funds holding VVC

IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VVC Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of Vectren Corporation (VVC) in Q1 2019, closing a stake of 1,222 shares — an estimated $88K sold.

Wealthspire Advisors (Maryland) first reported a position in VVC in Q4 2015 and held it in 13 quarters. The position peaked at $171K in Q2 2016. 1 fund tracked by Wall St. Rank holds VVC as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Vectren Corporation position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,222 Vectren Corporation shares in Q1 2019, an estimated $88K.
  • Wealthspire Advisors (Maryland) first reported a position in Vectren Corporation in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s Vectren Corporation position peaked at $171K in Q2 2016.
  • 1 fund tracked by Wall St. Rank held Vectren Corporation as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.