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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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.