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Wealthspire Advisors (New York)’s Banco de Chile BCH Stock Holding History

Wealthspire Advisors (New York)’s Portfolio BCH Stock Details BCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-64
Closed -$2K – 129
2018
Q4 		$2K Buy
+64
New +$1.85K ﹤0.01% 737

Other funds holding BCH

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Dimensional Fund Advisors
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthspire Advisors (New York)'s BCH Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of Banco de Chile (BCH) in Q1 2019, closing a stake of 64 shares — an estimated $2K sold.

Wealthspire Advisors (New York) first reported a position in BCH in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 81 funds tracked by Wall St. Rank hold BCH as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining Banco de Chile position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 64 Banco de Chile shares in Q1 2019, an estimated $2K.
  • Wealthspire Advisors (New York) first reported a position in Banco de Chile in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Banco de Chile position peaked at $2K in Q4 2018.
  • 81 funds tracked by Wall St. Rank held Banco de Chile as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.