Ameriprise
EWRM

Ameriprise’s GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF EWRM Stock Holding History

Ameriprise’s Portfolio EWRM Stock Details EWRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,585
Closed -$78K – 5486
2014
Q3 		$78K Buy
1,585
+407
+35% +$20.5K ﹤0.01% 3792
2014
Q2 		$60K Sell
1,178
-7,041
-86% -$345K ﹤0.01% 3816
2014
Q1 		$399K Buy
+8,219
New +$389K ﹤0.01% 3025

Other funds holding EWRM

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise's EWRM Position: Q4 2014 in Review

Ameriprise sold out of GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF (EWRM) in Q4 2014, closing a stake of 1,585 shares — an estimated $78K sold.

Ameriprise first reported a position in EWRM in Q1 2014 and held it in 3 quarters. The position peaked at $399K in Q1 2014. 29 funds tracked by Wall St. Rank hold EWRM as of Q4 2014.

  • Ameriprise reported no remaining GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF position as of Q4 2014 after selling out during the quarter.
  • Ameriprise sold 1,585 GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF shares in Q4 2014, an estimated $78K.
  • Ameriprise first reported a position in GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF in Q1 2014 and held it in 3 quarters.
  • Ameriprise's GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF position peaked at $399K in Q1 2014.
  • 29 funds tracked by Wall St. Rank held GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF as of Q4 2014.

Based on Ameriprise's 13F filing for Q4 2014, filed 13 Feb 2015.