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Advantage Investment Management’s ARK Genomic Revolution ETF ARKG Stock Holding History

Advantage Investment Management’s Portfolio ARKG Stock Details ARKG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-247
Closed -$7K – 1008
2018
Q2 		$7K Buy
+247
New +$6.88K 0.01% 701

Other funds holding ARKG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
PC
Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $4.23B AUM 29.95% 1-Year Est. Return

Advantage Investment Management's ARKG Position: Q3 2018 in Review

Advantage Investment Management sold out of ARK Genomic Revolution ETF (ARKG) in Q3 2018, closing a stake of 247 shares — an estimated $7K sold.

Advantage Investment Management first reported a position in ARKG in Q2 2018 and held it in 1 quarter. The position peaked at $7K in Q2 2018. 59 funds tracked by Wall St. Rank hold ARKG as of Q3 2018.

  • Advantage Investment Management reported no remaining ARK Genomic Revolution ETF position as of Q3 2018 after selling out during the quarter.
  • Advantage Investment Management sold 247 ARK Genomic Revolution ETF shares in Q3 2018, an estimated $7K.
  • Advantage Investment Management first reported a position in ARK Genomic Revolution ETF in Q2 2018 and held it in 1 quarter.
  • Advantage Investment Management's ARK Genomic Revolution ETF position peaked at $7K in Q2 2018.
  • 59 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q3 2018.

Based on Advantage Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.