WAM
YHOO

Wealthspire Advisors (Maryland)’s Yahoo Inc YHOO Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio YHOO Stock Details YHOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-5,905
Closed -$274K – 2359
2017
Q1 		$274K Buy
5,905
+76
+1% +$3.39K 0.04% 309
2016
Q4 		$225K Buy
5,829
+105
+2% +$4.3K 0.03% 340
2016
Q3 		$247K Buy
5,724
+74
+1% +$3.03K 0.04% 322
2016
Q2 		$212K Buy
5,650
+74
+1% +$2.73K 0.04% 351
2016
Q1 		$205K Sell
5,576
-709
-11% -$22.2K 0.04% 352
2015
Q4 		$209K Buy
+6,285
New +$210K 0.04% 353

Other funds holding YHOO

PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
FCA
Florence Capital Advisors New York $105M AUM
DPA
Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Yahoo Inc (YHOO) in Q2 2017, closing a stake of 5,905 shares — an estimated $274K sold.

Wealthspire Advisors (Maryland) first reported a position in YHOO in Q4 2015 and held it in 6 quarters. The position peaked at $274K in Q1 2017. 8 funds tracked by Wall St. Rank hold YHOO as of Q2 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Yahoo Inc position as of Q2 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 5,905 Yahoo Inc shares in Q2 2017, an estimated $274K.
  • Wealthspire Advisors (Maryland) first reported a position in Yahoo Inc in Q4 2015 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Yahoo Inc position peaked at $274K in Q1 2017.
  • 8 funds tracked by Wall St. Rank held Yahoo Inc as of Q2 2017.

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