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AmeriServ Wealth Advisors’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

AmeriServ Wealth Advisors’s Portfolio REMX Stock Details REMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-2,792
Closed -$300K – 167
2013
Q4 		$300K Sell
2,792
-558
-17% -$64.6K 0.18% 137
2013
Q3 		$421K Buy
+3,350
New +$407K 0.27% 112

Other funds holding REMX

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM

AmeriServ Wealth Advisors's REMX Position: Q1 2014 in Review

AmeriServ Wealth Advisors sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q1 2014, closing a stake of 2,792 shares — an estimated $300K sold.

AmeriServ Wealth Advisors first reported a position in REMX in Q3 2013 and held it in 2 quarters. The position peaked at $421K in Q3 2013. 26 funds tracked by Wall St. Rank hold REMX as of Q1 2014.

  • AmeriServ Wealth Advisors reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q1 2014 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 2,792 VanEck Rare Earth/Strategic Metals ETF shares in Q1 2014, an estimated $300K.
  • AmeriServ Wealth Advisors first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q3 2013 and held it in 2 quarters.
  • AmeriServ Wealth Advisors's VanEck Rare Earth/Strategic Metals ETF position peaked at $421K in Q3 2013.
  • 26 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q1 2014.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2014, filed 14 May 2014.