Wealthspire Advisors (Maryland)’s WashingtonFirst Bankshares Inc WFBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-80,711
Closed -$2.77M 2752
2017
Q4
$2.77M Sell
80,711
-12,314
-13% -$428K 0.27% 65
2017
Q3
$3.31M Buy
93,025
+1,211
+1% +$41K 0.36% 44
2017
Q2
$3.17M Buy
91,814
+84,722
+1,195% +$2.62M 0.38% 43
2017
Q1
$199K Buy
7,092
+64
+0.9% +$1.79K 0.03% 396
2016
Q4
$204K Sell
7,028
-90
-1% -$2.27K 0.03% 361
2016
Q3
$167K Hold
7,118
0.03% 432
2016
Q2
$146K Hold
7,118
0.02% 451
2016
Q1
$148K Buy
+7,118
New +$145K 0.03% 427

Wealthspire Advisors (Maryland)'s WFBI Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of WashingtonFirst Bankshares Inc (WFBI) in Q1 2018, closing a stake of 80,711 shares — an estimated $2.77M sold.

Wealthspire Advisors (Maryland) first reported a position in WFBI in Q1 2016 and held it in 8 quarters. The position peaked at $3.31M in Q3 2017. 0 funds tracked by Wall St. Rank hold WFBI as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining WashingtonFirst Bankshares Inc position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 80,711 WashingtonFirst Bankshares Inc shares in Q1 2018, an estimated $2.77M.
  • Wealthspire Advisors (Maryland) first reported a position in WashingtonFirst Bankshares Inc in Q1 2016 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s WashingtonFirst Bankshares Inc position peaked at $3.31M in Q3 2017.
  • 0 funds tracked by Wall St. Rank held WashingtonFirst Bankshares Inc as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.