WAM
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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 – 2025
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 $552B AUM 44.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of WESCO International (WCC) in Q2 2019, closing a stake of 169 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in WCC in Q4 2015 and held it in 14 quarters. The position peaked at $95K in Q1 2017. 229 funds tracked by Wall St. Rank hold WCC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining WESCO International position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 169 WESCO International shares in Q2 2019, an estimated $9K.
  • Wealthspire Advisors (Maryland) first reported a position in WESCO International in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s WESCO International position peaked at $95K in Q1 2017.
  • 229 funds tracked by Wall St. Rank held WESCO International as of Q2 2019.

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