Wealthspire Advisors (Maryland)’s Willis Lease Finance WLFC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio WLFC Stock Details WLFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-11,253	Closed	-$221K	–	516
2019 Q4	$221K	Buy	+11,253	New	+$219K	0.01%	451
2019 Q2	–	Sell	-9,903	Closed	-$140K	–	2044
2019 Q1	$140K	Hold	9,903	–	–	0.01%	534
2018 Q4	$114K	Hold	9,903	–	–	0.01%	565
2018 Q3	$114K	Hold	9,903	–	–	0.01%	636
2018 Q2	$104K	Hold	9,903	–	–	0.01%	693
2018 Q1	$113K	Hold	9,903	–	–	0.01%	668
2017 Q4	$82K	Hold	9,903	–	–	0.01%	794
2017 Q3	$81K	Hold	9,903	–	–	0.01%	794
2017 Q2	$88K	Hold	9,903	–	–	0.01%	740
2017 Q1	$74K	Hold	9,903	–	–	0.01%	689
2016 Q4	$84K	Hold	9,903	–	–	0.01%	637
2016 Q3	$78K	Hold	9,903	–	–	0.01%	648
2016 Q2	$73K	Hold	9,903	–	–	0.01%	625
2016 Q1	$71K	Hold	9,903	–	–	0.01%	614
2015 Q4	$66K	Buy	+9,903	New	+$55.5K	0.01%	641

Other funds holding WLFC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WLFC Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of Willis Lease Finance (WLFC) in Q1 2020, closing a stake of 11,253 shares — an estimated $221K sold.

Wealthspire Advisors (Maryland) first reported a position in WLFC in Q4 2015 and held it in 15 quarters. The position peaked at $221K in Q4 2019. 53 funds tracked by Wall St. Rank hold WLFC as of Q1 2020.

Wealthspire Advisors (Maryland) reported no remaining Willis Lease Finance position as of Q1 2020 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 11,253 Willis Lease Finance shares in Q1 2020, an estimated $221K.
Wealthspire Advisors (Maryland) first reported a position in Willis Lease Finance in Q4 2015 and held it in 15 quarters.
Wealthspire Advisors (Maryland)'s Willis Lease Finance position peaked at $221K in Q4 2019.
53 funds tracked by Wall St. Rank held Willis Lease Finance as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.