WAM
WBC

Wealthspire Advisors (Maryland)’s WABCO HOLDINGS INC. WBC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio WBC Stock Details WBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-381
Closed -$50K – 2414
2019
Q1 		$50K Sell
381
-52
-12% -$6.41K ﹤0.01% 903
2018
Q4 		$46K Buy
433
+35
+9% +$3.88K ﹤0.01% 896
2018
Q3 		$47K Buy
398
+108
+37% +$13K ﹤0.01% 998
2018
Q2 		$34K Sell
290
-14
-5% -$1.78K ﹤0.01% 1105
2018
Q1 		$41K Buy
304
+256
+533% +$37.1K ﹤0.01% 1069
2017
Q4 		$7K Buy
48
+8
+20% +$1.18K ﹤0.01% 1752
2017
Q3 		$6K Sell
40
-17
-30% -$2.36K ﹤0.01% 1769
2017
Q2 		$7K Buy
57
+23
+68% +$2.75K ﹤0.01% 1679
2017
Q1 		$4K Buy
34
+12
+55% +$1.35K ﹤0.01% 1591
2016
Q4 		$2K Buy
22
+8
+57% +$836 ﹤0.01% 1586
2016
Q3 		$2K Hold
14
– – ﹤0.01% 1588
2016
Q2 		$1K Sell
14
-668
-98% -$70.8K ﹤0.01% 1654
2016
Q1 		$73K Sell
682
-99
-13% -$9.36K 0.01% 605
2015
Q4 		$80K Buy
+781
New +$83.1K 0.01% 586

Other funds holding WBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of WABCO HOLDINGS INC. (WBC) in Q2 2019, closing a stake of 381 shares — an estimated $50K sold.

Wealthspire Advisors (Maryland) first reported a position in WBC in Q4 2015 and held it in 14 quarters. The position peaked at $80K in Q4 2015. 345 funds tracked by Wall St. Rank hold WBC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining WABCO HOLDINGS INC. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 381 WABCO HOLDINGS INC. shares in Q2 2019, an estimated $50K.
  • Wealthspire Advisors (Maryland) first reported a position in WABCO HOLDINGS INC. in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s WABCO HOLDINGS INC. position peaked at $80K in Q4 2015.
  • 345 funds tracked by Wall St. Rank held WABCO HOLDINGS INC. as of Q2 2019.

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