ACA
ROOF

Atlas Capital Advisors’s NYLI CBRE NextGen Real Estate ETF ROOF Stock Holding History

Atlas Capital Advisors’s Portfolio ROOF Stock Details ROOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-129
Closed -$3.21K – 708
2019
Q2 		$3.21K Buy
+129
New +$3.24K ﹤0.01% 634

Other funds holding ROOF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atlas Capital Advisors's ROOF Position: Q3 2019 in Review

Atlas Capital Advisors sold out of NYLI CBRE NextGen Real Estate ETF (ROOF) in Q3 2019, closing a stake of 129 shares — an estimated $3.21K sold.

Atlas Capital Advisors first reported a position in ROOF in Q2 2019 and held it in 1 quarter. The position peaked at $3.21K in Q2 2019. 30 funds tracked by Wall St. Rank hold ROOF as of Q3 2019.

  • Atlas Capital Advisors reported no remaining NYLI CBRE NextGen Real Estate ETF position as of Q3 2019 after selling out during the quarter.
  • Atlas Capital Advisors sold 129 NYLI CBRE NextGen Real Estate ETF shares in Q3 2019, an estimated $3.21K.
  • Atlas Capital Advisors first reported a position in NYLI CBRE NextGen Real Estate ETF in Q2 2019 and held it in 1 quarter.
  • Atlas Capital Advisors's NYLI CBRE NextGen Real Estate ETF position peaked at $3.21K in Q2 2019.
  • 30 funds tracked by Wall St. Rank held NYLI CBRE NextGen Real Estate ETF as of Q3 2019.

Based on Atlas Capital Advisors's 13F filing for Q3 2019, filed 1 Nov 2019.