Wealthspire Advisors (Maryland)’s Zurn Elkay Water Solutions ZWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-504	Closed	-$6K	–	2104
2019 Q1	$6K	Sell	504 -61	-11%	-$759	﹤0.01%	1780
2018 Q4	$6K	Sell	565 -41	-7%	-$532	﹤0.01%	1685
2018 Q3	$9K	Hold	606	–	–	﹤0.01%	1579
2018 Q2	$8K	Sell	606 -415	-41%	-$5.87K	﹤0.01%	1635
2018 Q1	$15K	Hold	1,021	–	–	﹤0.01%	1414
2017 Q4	$13K	Hold	1,021	–	–	﹤0.01%	1497
2017 Q3	$13K	Sell	1,021 -1,454	-59%	-$16.9K	﹤0.01%	1483
2017 Q2	$28K	Hold	2,475	–	–	﹤0.01%	1152
2017 Q1	$28K	Buy	2,475 +110	+5%	+$1.19K	﹤0.01%	973
2016 Q4	$22K	Hold	2,365	–	–	﹤0.01%	998
2016 Q3	$24K	Hold	2,365	–	–	﹤0.01%	1008
2016 Q2	$22K	Hold	2,365	–	–	﹤0.01%	976
2016 Q1	$23K	Sell	2,365 -7,210	-75%	-$61.2K	﹤0.01%	934
2015 Q4	$84K	Buy	+9,575	New	+$86.5K	0.02%	570

Other funds holding ZWS

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

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

Wealthspire Advisors (Maryland) sold out of Zurn Elkay Water Solutions (ZWS) in Q2 2019, closing a stake of 504 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in ZWS in Q4 2015 and held it in 14 quarters. The position peaked at $84K in Q4 2015. 198 funds tracked by Wall St. Rank hold ZWS as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Zurn Elkay Water Solutions position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 504 Zurn Elkay Water Solutions shares in Q2 2019, an estimated $6K.
Wealthspire Advisors (Maryland) first reported a position in Zurn Elkay Water Solutions in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Zurn Elkay Water Solutions position peaked at $84K in Q4 2015.
198 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q2 2019.

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