Affinity Investment Advisors’s Simplify Affinity World Leaders Equity ETF WLDR Stock Holding History

Affinity Investment Advisors’s Portfolio WLDR Stock Details WLDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-11,997	Closed	-$282K	–	193
2018 Q2	$282K	Hold	11,997	–	–	0.04%	168
2018 Q1	$285K	Buy	+11,997	New	+$297K	0.03%	165

Other funds holding WLDR

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SMFS

Squar Milner Financial Services Irvine, California $176M AUM 10.56% 1-Year Est. Return

Affinity Investment Advisors's WLDR Position: Q3 2018 in Review

Affinity Investment Advisors sold out of Simplify Affinity World Leaders Equity ETF (WLDR) in Q3 2018, closing a stake of 11,997 shares — an estimated $282K sold.

Affinity Investment Advisors first reported a position in WLDR in Q1 2018 and held it in 2 quarters. The position peaked at $285K in Q1 2018. 2 funds tracked by Wall St. Rank hold WLDR as of Q3 2018.

Affinity Investment Advisors reported no remaining Simplify Affinity World Leaders Equity ETF position as of Q3 2018 after selling out during the quarter.
Affinity Investment Advisors sold 11,997 Simplify Affinity World Leaders Equity ETF shares in Q3 2018, an estimated $282K.
Affinity Investment Advisors first reported a position in Simplify Affinity World Leaders Equity ETF in Q1 2018 and held it in 2 quarters.
Affinity Investment Advisors's Simplify Affinity World Leaders Equity ETF position peaked at $285K in Q1 2018.
2 funds tracked by Wall St. Rank held Simplify Affinity World Leaders Equity ETF as of Q3 2018.

Based on Affinity Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.