Advisor Group’s VanEck Environmental Services ETF EVX Stock Holding History

Advisor Group’s Portfolio EVX Stock Details EVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$13K	Buy	635 +200	+46%	+$4.17K	﹤0.01%	4176
2019 Q3	$9K	Hold	435	–	–	﹤0.01%	4387
2019 Q2	$9K	Hold	435	–	–	﹤0.01%	4420
2019 Q1	$8K	Sell	435 -4,695	-92%	-$87.2K	﹤0.01%	4465
2018 Q4	$85K	Buy	+5,130	New	+$92K	﹤0.01%	2765

Other funds holding EVX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $242M AUM 27.28% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

QAM

Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return

Advisor Group's EVX Position: Q4 2019 in Review

Advisor Group increased its VanEck Environmental Services ETF (EVX) stake by 46% in Q4 2019, buying an estimated $4.17K and bringing the position to 635 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #4176.

Advisor Group first reported a position in EVX in Q4 2018 and has held it in 5 quarters since. The position peaked at $85K in Q4 2018. 24 funds tracked by Wall St. Rank hold EVX as of Q4 2019.

Advisor Group held 635 shares of VanEck Environmental Services ETF worth $13K as of Q4 2019.
Advisor Group bought 200 VanEck Environmental Services ETF shares in Q4 2019, an estimated $4.17K.
VanEck Environmental Services ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4176 holding.
Advisor Group first reported a position in VanEck Environmental Services ETF in Q4 2018 and has held it in 5 quarters since.
Advisor Group's VanEck Environmental Services ETF position peaked at $85K in Q4 2018.
24 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.