AIIMS
WMW

Analyst IMS Investment Management Services’s ELEMENTS ETN MSTR Wide Moat FC TR WMW Stock Holding History

Analyst IMS Investment Management Services’s Portfolio WMW Stock Details WMW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-435
Closed -$15 – 177
2018
Q3 		$15 Buy
+435
New +$14.1K ﹤0.01% 151

Other funds holding WMW

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Analyst IMS Investment Management Services's WMW Position: Q4 2018 in Review

Analyst IMS Investment Management Services sold out of ELEMENTS ETN MSTR Wide Moat FC TR (WMW) in Q4 2018, closing a stake of 435 shares — an estimated $15 sold.

Analyst IMS Investment Management Services first reported a position in WMW in Q3 2018 and held it in 1 quarter. The position peaked at $15 in Q3 2018. 8 funds tracked by Wall St. Rank hold WMW as of Q4 2018.

  • Analyst IMS Investment Management Services reported no remaining ELEMENTS ETN MSTR Wide Moat FC TR position as of Q4 2018 after selling out during the quarter.
  • Analyst IMS Investment Management Services sold 435 ELEMENTS ETN MSTR Wide Moat FC TR shares in Q4 2018, an estimated $15.
  • Analyst IMS Investment Management Services first reported a position in ELEMENTS ETN MSTR Wide Moat FC TR in Q3 2018 and held it in 1 quarter.
  • Analyst IMS Investment Management Services's ELEMENTS ETN MSTR Wide Moat FC TR position peaked at $15 in Q3 2018.
  • 8 funds tracked by Wall St. Rank held ELEMENTS ETN MSTR Wide Moat FC TR as of Q4 2018.

Based on Analyst IMS Investment Management Services's 13F filing for Q4 2018, filed 14 Feb 2019.