Wealthspire Advisors (Maryland)’s Ziff Davis ZD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-574	Closed	-$43K	–	2532
2018 Q2	$43K	Sell	574 -29	-5%	-$2.13K	﹤0.01%	1041
2018 Q1	$41K	Sell	603 -16	-3%	-$1.08K	﹤0.01%	1066
2017 Q4	$40K	Sell	619 -316	-34%	-$20.6K	﹤0.01%	1102
2017 Q3	$60K	Hold	935	–	–	0.01%	902
2017 Q2	$69K	Hold	935	–	–	0.01%	833
2017 Q1	$68K	Sell	935 -15	-2%	-$1.1K	0.01%	716
2016 Q4	$68K	Sell	950 -14	-1%	-$890	0.01%	688
2016 Q3	$56K	Hold	964	–	–	0.01%	746
2016 Q2	$53K	Sell	964 -40	-4%	-$2.23K	0.01%	722
2016 Q1	$54K	Buy	1,004 +175	+21%	+$10.6K	0.01%	685
2015 Q4	$59K	Buy	+829	New	+$56.3K	0.01%	673

Other funds holding ZD

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ZD Position: Q3 2018 in Review

Wealthspire Advisors (Maryland) sold out of Ziff Davis (ZD) in Q3 2018, closing a stake of 574 shares — an estimated $43K sold.

Wealthspire Advisors (Maryland) first reported a position in ZD in Q4 2015 and held it in 11 quarters. The position peaked at $69K in Q2 2017. 303 funds tracked by Wall St. Rank hold ZD as of Q3 2018.

Wealthspire Advisors (Maryland) reported no remaining Ziff Davis position as of Q3 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 574 Ziff Davis shares in Q3 2018, an estimated $43K.
Wealthspire Advisors (Maryland) first reported a position in Ziff Davis in Q4 2015 and held it in 11 quarters.
Wealthspire Advisors (Maryland)'s Ziff Davis position peaked at $69K in Q2 2017.
303 funds tracked by Wall St. Rank held Ziff Davis as of Q3 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2018, filed 13 Nov 2018.