Acorn Wealth Advisors’s GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF EWRS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-778
Closed -$46K 511
2018
Q2
$46K Hold
778
0.04% 289
2018
Q1
$43K Hold
778
0.04% 295
2017
Q4
$43K Buy
+778
New +$43K 0.04% 278

Acorn Wealth Advisors's EWRS Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF (EWRS) in Q3 2018, closing a stake of 778 shares — an estimated $46K sold.

Acorn Wealth Advisors first reported a position in EWRS in Q4 2017 and held it in 3 quarters. The position peaked at $46K in Q2 2018. 0 funds tracked by Wall St. Rank hold EWRS as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 778 GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF shares in Q3 2018, an estimated $46K.
  • Acorn Wealth Advisors first reported a position in GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF position peaked at $46K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.