AA
HECO

Advisory Alpha’s Strategy Shares EcoLogical Strategy ETF HECO Stock Holding History

Advisory Alpha’s Portfolio HECO Stock Details HECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-864
Closed -$35.2K – 953
2019
Q3 		$35.2K Buy
+864
New +$35.8K 0.01% 286

Other funds holding HECO

BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisory Alpha's HECO Position: Q4 2019 in Review

Advisory Alpha sold out of Strategy Shares EcoLogical Strategy ETF (HECO) in Q4 2019, closing a stake of 864 shares — an estimated $35.2K sold.

Advisory Alpha first reported a position in HECO in Q3 2019 and held it in 1 quarter. The position peaked at $35.2K in Q3 2019. 15 funds tracked by Wall St. Rank hold HECO as of Q4 2019.

  • Advisory Alpha reported no remaining Strategy Shares EcoLogical Strategy ETF position as of Q4 2019 after selling out during the quarter.
  • Advisory Alpha sold 864 Strategy Shares EcoLogical Strategy ETF shares in Q4 2019, an estimated $35.2K.
  • Advisory Alpha first reported a position in Strategy Shares EcoLogical Strategy ETF in Q3 2019 and held it in 1 quarter.
  • Advisory Alpha's Strategy Shares EcoLogical Strategy ETF position peaked at $35.2K in Q3 2019.
  • 15 funds tracked by Wall St. Rank held Strategy Shares EcoLogical Strategy ETF as of Q4 2019.

Based on Advisory Alpha's 13F filing for Q4 2019, filed 14 Feb 2020.