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Wealthspire Advisors (Maryland)’s Wabash National WNC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio WNC Stock Details WNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-301
Closed -$5K – 2580
2018
Q3 		$5K Sell
301
-56
-16% -$1.06K ﹤0.01% 1839
2018
Q2 		$7K Buy
357
+305
+587% +$6.19K ﹤0.01% 1682
2018
Q1 		$1K Buy
+52
New +$1.17K ﹤0.01% 2416
2017
Q4 		– Sell
-5
Closed – – 2573
2017
Q3 		$0 Buy
+5
New +$105 ﹤0.01% 2484

Other funds holding WNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WNC Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Wabash National (WNC) in Q4 2018, closing a stake of 301 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in WNC in Q3 2017 and held it in 4 quarters. The position peaked at $7K in Q2 2018. 199 funds tracked by Wall St. Rank hold WNC as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Wabash National position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 301 Wabash National shares in Q4 2018, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in Wabash National in Q3 2017 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Wabash National position peaked at $7K in Q2 2018.
  • 199 funds tracked by Wall St. Rank held Wabash National as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.