WAM
VWR

Wealthspire Advisors (Maryland)’s VWR Corporation VWR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio VWR Stock Details VWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-395
Closed -$13K – 2645
2017
Q3 		$13K Sell
395
-6,438
-94% -$213K ﹤0.01% 1490
2017
Q2 		$226K Sell
6,833
-918
-12% -$28.7K 0.03% 414
2017
Q1 		$219K Sell
7,751
-2,373
-23% -$63.3K 0.03% 364
2016
Q4 		$253K Sell
10,124
-829
-8% -$22K 0.04% 316
2016
Q3 		$311K Sell
10,953
-735
-6% -$21.3K 0.05% 264
2016
Q2 		$338K Buy
11,688
+2,631
+29% +$73.8K 0.06% 227
2016
Q1 		$245K Buy
9,057
+381
+4% +$9.42K 0.04% 303
2015
Q4 		$246K Buy
+8,676
New +$230K 0.05% 302

Wealthspire Advisors (Maryland)'s VWR Position: Q4 2017 in Review

Wealthspire Advisors (Maryland) sold out of VWR Corporation (VWR) in Q4 2017, closing a stake of 395 shares — an estimated $13K sold.

Wealthspire Advisors (Maryland) first reported a position in VWR in Q4 2015 and held it in 8 quarters. The position peaked at $338K in Q2 2016. 0 funds tracked by Wall St. Rank hold VWR as of Q4 2017.

  • Wealthspire Advisors (Maryland) reported no remaining VWR Corporation position as of Q4 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 395 VWR Corporation shares in Q4 2017, an estimated $13K.
  • Wealthspire Advisors (Maryland) first reported a position in VWR Corporation in Q4 2015 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s VWR Corporation position peaked at $338K in Q2 2016.
  • 0 funds tracked by Wall St. Rank held VWR Corporation as of Q4 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2017, filed 7 Feb 2018.