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Wealthstreet Investment Advisors’s INNOVATE Corp VATE Stock Holding History

Wealthstreet Investment Advisors’s Portfolio VATE Stock Details VATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-5,987
Closed -$207K – 349
2018
Q4 		$207K Hold
5,987
– – 0.03% 311
2018
Q3 		$366K Buy
+5,987
New +$359K 0.05% 267

Other funds holding VATE

BRF
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
MIM
Mittleman Investment Management Melville, New York $17.4M AUM 36.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $284M AUM 12.01% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealthstreet Investment Advisors's VATE Position: Q1 2019 in Review

Wealthstreet Investment Advisors sold out of INNOVATE Corp (VATE) in Q1 2019, closing a stake of 5,987 shares — an estimated $207K sold.

Wealthstreet Investment Advisors first reported a position in VATE in Q3 2018 and held it in 2 quarters. The position peaked at $366K in Q3 2018. 92 funds tracked by Wall St. Rank hold VATE as of Q1 2019.

  • Wealthstreet Investment Advisors reported no remaining INNOVATE Corp position as of Q1 2019 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 5,987 INNOVATE Corp shares in Q1 2019, an estimated $207K.
  • Wealthstreet Investment Advisors first reported a position in INNOVATE Corp in Q3 2018 and held it in 2 quarters.
  • Wealthstreet Investment Advisors's INNOVATE Corp position peaked at $366K in Q3 2018.
  • 92 funds tracked by Wall St. Rank held INNOVATE Corp as of Q1 2019.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2019, filed 1 May 2019.