AP
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Americana Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

Americana Partners’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-400
Closed -$19K – 420
2019
Q4 		$19K Buy
+400
New +$18.5K 0.01% 366

Other funds holding SMMD

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OBWP
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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SL
Stevard LLC Chicago, Illinois $26.8M AUM 42.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $417M AUM 16.82% 1-Year Est. Return

Americana Partners's SMMD Position: Q1 2020 in Review

Americana Partners sold out of iShares Russell 2500 ETF (SMMD) in Q1 2020, closing a stake of 400 shares — an estimated $19K sold.

Americana Partners first reported a position in SMMD in Q4 2019 and held it in 1 quarter. The position peaked at $19K in Q4 2019. 33 funds tracked by Wall St. Rank hold SMMD as of Q1 2020.

  • Americana Partners reported no remaining iShares Russell 2500 ETF position as of Q1 2020 after selling out during the quarter.
  • Americana Partners sold 400 iShares Russell 2500 ETF shares in Q1 2020, an estimated $19K.
  • Americana Partners first reported a position in iShares Russell 2500 ETF in Q4 2019 and held it in 1 quarter.
  • Americana Partners's iShares Russell 2500 ETF position peaked at $19K in Q4 2019.
  • 33 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2020.

Based on Americana Partners's 13F filing for Q1 2020, filed 12 May 2020.