WAM
WNR

Wealthspire Advisors (Maryland)’s Western Refining Inc WNR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio WNR Stock Details WNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,599
Closed -$91K – 2390
2017
Q1 		$91K Sell
2,599
-628
-19% -$22.7K 0.01% 636
2016
Q4 		$122K Buy
3,227
+3,210
+18,882% +$106K 0.02% 517
2016
Q3 		$0 Buy
+17
New +$402 ﹤0.01% 1900

Other funds holding WNR

CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
WCBA
Weaver C. Barksdale & Associates Nashville, Tennessee $105M AUM 13.81% 1-Year Est. Return
DPA
Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Wealthspire Advisors (Maryland)'s WNR Position: Q2 2017 in Review

Wealthspire Advisors (Maryland) sold out of Western Refining Inc (WNR) in Q2 2017, closing a stake of 2,599 shares — an estimated $91K sold.

Wealthspire Advisors (Maryland) first reported a position in WNR in Q3 2016 and held it in 3 quarters. The position peaked at $122K in Q4 2016. 4 funds tracked by Wall St. Rank hold WNR as of Q2 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Western Refining Inc position as of Q2 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,599 Western Refining Inc shares in Q2 2017, an estimated $91K.
  • Wealthspire Advisors (Maryland) first reported a position in Western Refining Inc in Q3 2016 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Western Refining Inc position peaked at $122K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held Western Refining Inc as of Q2 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2017, filed 9 Aug 2017.