Wealthspire Advisors, L.P. quarter change: USA Everything Else, Unchanged
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).
- BARCLAYS BK PLC: Country of operation —; Class IPSP CROIL ETN; Shares 2016-06-30 3,935; Shares 2016-09-30 3,935.
- JPMORGAN CHASE & CO: Country of operation —; Class ALERIAN ML ETN; Shares 2016-06-30 4,729; Shares 2016-09-30 4,729.
- CYPRESS ENERGY PARTNERS LP: Country of operation —; Class LTD PARTNER INT; Shares 2016-06-30 1,700; Shares 2016-09-30 1,700.
- ANTERO MIDSTREAM PARTNERS L: Country of operation —; Class UNT LTD PARTN; Shares 2016-06-30 133; Shares 2016-09-30 133.
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.
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