WFA
LOAN

Wellspring Financial Advisors’s Manhattan Bridge Capital LOAN Stock Holding History

Wellspring Financial Advisors’s Portfolio LOAN Stock Details LOAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-12,726
Closed -$13K – 107
2021
Q1 		$13K Buy
+12,726
New +$69K 0.01% 89
2020
Q2 		– Sell
-12,726
Closed -$13K – 94
2020
Q1 		$13K Buy
+12,726
New +$71.4K 0.01% 89

Other funds holding LOAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wellspring Financial Advisors's LOAN Position: Q2 2021 in Review

Wellspring Financial Advisors sold out of Manhattan Bridge Capital (LOAN) in Q2 2021, closing a stake of 12,726 shares — an estimated $13K sold.

Wellspring Financial Advisors first reported a position in LOAN in Q1 2020 and held it in 2 quarters. The position peaked at $13K in Q1 2021. 25 funds tracked by Wall St. Rank hold LOAN as of Q2 2021.

  • Wellspring Financial Advisors reported no remaining Manhattan Bridge Capital position as of Q2 2021 after selling out during the quarter.
  • Wellspring Financial Advisors sold 12,726 Manhattan Bridge Capital shares in Q2 2021, an estimated $13K.
  • Wellspring Financial Advisors first reported a position in Manhattan Bridge Capital in Q1 2020 and held it in 2 quarters.
  • Wellspring Financial Advisors's Manhattan Bridge Capital position peaked at $13K in Q1 2021.
  • 25 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q2 2021.

Based on Wellspring Financial Advisors's 13F filing for Q2 2021, filed 13 Aug 2021.