Wealthspire Advisors (Maryland)’s Watts Water Technologies WTS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-336	Closed	-$27K	–	2066
2019 Q1	$27K	Sell	336 -571	-63%	-$43.5K	﹤0.01%	1160
2018 Q4	$59K	Sell	907 -41	-4%	-$2.94K	0.01%	790
2018 Q3	$79K	Buy	948 +8	+0.9%	+$662	0.01%	792
2018 Q2	$74K	Buy	940 +21	+2%	+$1.63K	0.01%	822
2018 Q1	$71K	Sell	919 -157	-15%	-$12.2K	0.01%	854
2017 Q4	$82K	Buy	1,076 +51	+5%	+$3.64K	0.01%	795
2017 Q3	$71K	Buy	1,025 +102	+11%	+$6.56K	0.01%	840
2017 Q2	$58K	Buy	923 +789	+589%	+$49.2K	0.01%	897
2017 Q1	$8K	Buy	+134	New	+$8.53K	﹤0.01%	1417

Other funds holding WTS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s WTS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Watts Water Technologies (WTS) in Q2 2019, closing a stake of 336 shares — an estimated $27K sold.

Wealthspire Advisors (Maryland) first reported a position in WTS in Q1 2017 and held it in 9 quarters. The position peaked at $82K in Q4 2017. 234 funds tracked by Wall St. Rank hold WTS as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Watts Water Technologies position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 336 Watts Water Technologies shares in Q2 2019, an estimated $27K.
Wealthspire Advisors (Maryland) first reported a position in Watts Water Technologies in Q1 2017 and held it in 9 quarters.
Wealthspire Advisors (Maryland)'s Watts Water Technologies position peaked at $82K in Q4 2017.
234 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.