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Wealthspire Advisors (Maryland)’s Advanced Drainage Systems WMS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio WMS Stock Details WMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-65
Closed -$1K – 2483
2017
Q2 		$1K Buy
+65
New +$1.4K ﹤0.01% 2132

Other funds holding WMS

Wellington Management Group
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BP
Berkshire Partners Boston, Massachusetts $4.96M AUM 59.38% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WMS Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of Advanced Drainage Systems (WMS) in Q3 2017, closing a stake of 65 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in WMS in Q2 2017 and held it in 1 quarter. The position peaked at $1K in Q2 2017. 98 funds tracked by Wall St. Rank hold WMS as of Q3 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Advanced Drainage Systems position as of Q3 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 65 Advanced Drainage Systems shares in Q3 2017, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Advanced Drainage Systems in Q2 2017 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Advanced Drainage Systems position peaked at $1K in Q2 2017.
  • 98 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.