Advisor Group’s Vident International Equity Strategy VIDI Stock Holding History

Advisor Group’s Portfolio VIDI Stock Details VIDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$31K	Buy	1,243 +311	+33%	+$7.59K	﹤0.01%	3720
2019 Q3	$22K	Buy	932 +33	+4%	+$773	﹤0.01%	3905
2019 Q2	$22K	Buy	899 +81	+10%	+$1.95K	﹤0.01%	3938
2019 Q1	$20K	Buy	818 +46	+6%	+$1.12K	﹤0.01%	3990
2018 Q4	$17K	Sell	772 -913	-54%	-$21.6K	﹤0.01%	3934
2018 Q3	$43K	Sell	1,685 -1,138	-40%	-$28.9K	﹤0.01%	3406
2018 Q2	$73K	Sell	2,823 -1,796	-39%	-$49.6K	﹤0.01%	2789
2018 Q1	$130K	Sell	4,619 -854	-16%	-$24.6K	﹤0.01%	2332
2017 Q4	$153K	Buy	5,473 +234	+4%	+$6.46K	﹤0.01%	2219
2017 Q3	$142K	Buy	5,239 +76	+1%	+$2.03K	﹤0.01%	2118
2017 Q2	$132K	Sell	5,163 -289	-5%	-$7.19K	﹤0.01%	2088
2017 Q1	$131K	Buy	5,452 +22	+0.4%	+$512	﹤0.01%	1978
2016 Q4	$117K	Hold	5,430	–	–	﹤0.01%	1963
2016 Q3	$119K	Hold	5,430	–	–	﹤0.01%	1888
2016 Q2	$111K	Buy	+5,430	New	+$113K	﹤0.01%	1852

Other funds holding VIDI

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

IWP

Insight Wealth Partners Plano, Texas $713M AUM 16.55% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BWA

BDO Wealth Advisors Jacksonville, Florida $872M AUM 15.17% 1-Year Est. Return

FCM

Firestone Capital Management Coral Gables, Florida $480M AUM 15.33% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Advisor Group's VIDI Position: Q4 2019 in Review

Advisor Group increased its Vident International Equity Strategy (VIDI) stake by 33% in Q4 2019, buying an estimated $7.59K and bringing the position to 1,243 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #3720.

Advisor Group first reported a position in VIDI in Q2 2016 and has held it in 15 quarters since. The position peaked at $153K in Q4 2017. 17 funds tracked by Wall St. Rank hold VIDI as of Q4 2019.

Advisor Group held 1,243 shares of Vident International Equity Strategy worth $31K as of Q4 2019.
Advisor Group bought 311 Vident International Equity Strategy shares in Q4 2019, an estimated $7.59K.
Vident International Equity Strategy made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3720 holding.
Advisor Group first reported a position in Vident International Equity Strategy in Q2 2016 and has held it in 15 quarters since.
Advisor Group's Vident International Equity Strategy position peaked at $153K in Q4 2017.
17 funds tracked by Wall St. Rank held Vident International Equity Strategy as of Q4 2019.

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