Ameriprise
EWRI

Ameriprise’s GUGGENHEIM RUSSELL 1000 EQUAL WEIGHT ETF EWRI Stock Holding History

Ameriprise’s Portfolio EWRI Stock Details EWRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-7,675
Closed -$370K – 5781
2014
Q1 		$370K Buy
+7,675
New +$361K ﹤0.01% 3046

Other funds holding EWRI

HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ameriprise's EWRI Position: Q2 2014 in Review

Ameriprise sold out of GUGGENHEIM RUSSELL 1000 EQUAL WEIGHT ETF (EWRI) in Q2 2014, closing a stake of 7,675 shares — an estimated $370K sold.

Ameriprise first reported a position in EWRI in Q1 2014 and held it in 1 quarter. The position peaked at $370K in Q1 2014. 14 funds tracked by Wall St. Rank hold EWRI as of Q2 2014.

  • Ameriprise reported no remaining GUGGENHEIM RUSSELL 1000 EQUAL WEIGHT ETF position as of Q2 2014 after selling out during the quarter.
  • Ameriprise sold 7,675 GUGGENHEIM RUSSELL 1000 EQUAL WEIGHT ETF shares in Q2 2014, an estimated $370K.
  • Ameriprise first reported a position in GUGGENHEIM RUSSELL 1000 EQUAL WEIGHT ETF in Q1 2014 and held it in 1 quarter.
  • Ameriprise's GUGGENHEIM RUSSELL 1000 EQUAL WEIGHT ETF position peaked at $370K in Q1 2014.
  • 14 funds tracked by Wall St. Rank held GUGGENHEIM RUSSELL 1000 EQUAL WEIGHT ETF as of Q2 2014.

Based on Ameriprise's 13F filing for Q2 2014, filed 13 Aug 2014.