AR
EWRS

Advisory Research’s GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF EWRS Stock Holding History

Advisory Research’s Portfolio EWRS Stock Details EWRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-8
Closed – – 804
2014
Q1 		$0 Buy
+8
New +$364 ﹤0.01% 805

Other funds holding EWRS

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 Research's EWRS Position: Q2 2014 in Review

Advisory Research sold out of GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF (EWRS) in Q2 2014, closing a stake of 8 shares.

Advisory Research first reported a position in EWRS in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 14 funds tracked by Wall St. Rank hold EWRS as of Q2 2014.

  • Advisory Research reported no remaining GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF position as of Q2 2014 after selling out during the quarter.
  • Advisory Research sold 8 GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF shares in Q2 2014.
  • Advisory Research first reported a position in GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF in Q1 2014 and held it in 1 quarter.
  • Advisory Research's GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF position peaked at $0 in Q1 2014.
  • 14 funds tracked by Wall St. Rank held GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.