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Advisor Group’s Motley Fool 100 Index ETF TMFC Stock Holding History

Advisor Group’s Portfolio TMFC Stock Details TMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$12K Sell
500
-375
-43% -$8.88K ﹤0.01% 4256
2019
Q3 		$19K Buy
875
+631
+259% +$14.3K ﹤0.01% 3997
2019
Q2 		$5K Buy
+244
New +$5.34K ﹤0.01% 4698

Other funds holding TMFC

CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

Advisor Group's TMFC Position: Q4 2019 in Review

Advisor Group reduced its Motley Fool 100 Index ETF (TMFC) stake by 43% in Q4 2019, selling an estimated $8.88K and leaving 500 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #4256.

Advisor Group first reported a position in TMFC in Q2 2019 and has held it in 3 quarters since. The position peaked at $19K in Q3 2019. 29 funds tracked by Wall St. Rank hold TMFC as of Q4 2019.

  • Advisor Group held 500 shares of Motley Fool 100 Index ETF worth $12K as of Q4 2019.
  • Advisor Group sold 375 Motley Fool 100 Index ETF shares in Q4 2019, an estimated $8.88K.
  • Motley Fool 100 Index ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4256 holding.
  • Advisor Group first reported a position in Motley Fool 100 Index ETF in Q2 2019 and has held it in 3 quarters since.
  • Advisor Group's Motley Fool 100 Index ETF position peaked at $19K in Q3 2019.
  • 29 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q4 2019.

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