Wealthspire Advisors, L.P. quarter change: USA Everything Else, New
In partnership units, exchange-traded notes and anything else (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Wealthspire Advisors, L.P. opened 2 positions, added to 2, reduced 3, sold out of 0 and left 4 unchanged. The largest increase in value was SWEDISH EXPT CR CORP (+$264,000); the largest decrease was FIRSTSERVICE CORP NEW (-$38,000).
- DONNELLEY R R & SONS CO: Country of operation —; Class WHEN ISSUED; Shares 2016-06-30 0; Shares 2016-09-30 5,068.
- GENERAL MTRS CO: Country of operation —; Class W EXP 07/10/201; Shares 2016-06-30 0; Shares 2016-09-30 17.
Two Form 13F-HR filings compared (SEC CIK 1666612): 2016-06-30 (filed 2016-08-12) and 2016-09-30 (filed 2016-11-04). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||