WAM
WCC

Wealthspire Advisors (Maryland)’s WESCO International WCC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio WCC Stock Details WCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-169
Closed -$9K – 2068
2019
Q1 		$9K Buy
169
+8
+5% +$423 ﹤0.01% 1593
2018
Q4 		$8K Buy
161
+9
+6% +$467 ﹤0.01% 1574
2018
Q3 		$9K Hold
152
– – ﹤0.01% 1575
2018
Q2 		$9K Sell
152
-5
-3% -$303 ﹤0.01% 1594
2018
Q1 		$10K Hold
157
– – ﹤0.01% 1583
2017
Q4 		$11K Sell
157
-4
-2% -$250 ﹤0.01% 1564
2017
Q3 		$9K Hold
161
– – ﹤0.01% 1624
2017
Q2 		$9K Sell
161
-1,200
-88% -$74.5K ﹤0.01% 1589
2017
Q1 		$95K Buy
1,361
+74
+6% +$5.19K 0.01% 619
2016
Q4 		$86K Sell
1,287
-80
-6% -$5.08K 0.01% 624
2016
Q3 		$84K Buy
1,367
+262
+24% +$15K 0.01% 630
2016
Q2 		$57K Buy
1,105
+528
+92% +$29.7K 0.01% 706
2016
Q1 		$32K Buy
577
+538
+1,379% +$23.9K 0.01% 817
2015
Q4 		$2K Buy
+39
New +$1.82K ﹤0.01% 1546

Other funds holding WCC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return