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Wealthspire Advisors (Maryland)’s Yelp YELP Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,452
Closed -$42K – 1853
2015
Q4 		$42K Buy
+1,452
New +$38.2K 0.01% 766

Other funds holding YELP

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Vanguard Group
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GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
EAM
EastBay Asset Management New York $27.9M AUM 37.2% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s YELP Position: Q1 2016 in Review

Wealthspire Advisors (Maryland) sold out of Yelp (YELP) in Q1 2016, closing a stake of 1,452 shares — an estimated $42K sold.

Wealthspire Advisors (Maryland) first reported a position in YELP in Q4 2015 and held it in 1 quarter. The position peaked at $42K in Q4 2015. 174 funds tracked by Wall St. Rank hold YELP as of Q1 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Yelp position as of Q1 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,452 Yelp shares in Q1 2016, an estimated $42K.
  • Wealthspire Advisors (Maryland) first reported a position in Yelp in Q4 2015 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Yelp position peaked at $42K in Q4 2015.
  • 174 funds tracked by Wall St. Rank held Yelp as of Q1 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2016, filed 6 May 2016.