Atwood & Palmer’s VanEck Energy Income ETF EINC Stock Holding History

Atwood & Palmer’s Portfolio EINC Stock Details EINC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-67	Closed	-$10K	–	442
2015 Q2	$10K	Hold	67	–	–	﹤0.01%	295
2015 Q1	$11K	Hold	67	–	–	﹤0.01%	265
2014 Q4	$13K	Hold	67	–	–	﹤0.01%	277
2014 Q3	$18K	Hold	67	–	–	﹤0.01%	266
2014 Q2	$19K	Buy	+67	New	+$18.3K	0.01%	241

Other funds holding EINC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Atwood & Palmer's EINC Position: Q3 2015 in Review

Atwood & Palmer sold out of VanEck Energy Income ETF (EINC) in Q3 2015, closing a stake of 67 shares — an estimated $10K sold.

Atwood & Palmer first reported a position in EINC in Q2 2014 and held it in 5 quarters. The position peaked at $19K in Q2 2014. 37 funds tracked by Wall St. Rank hold EINC as of Q3 2015.

Atwood & Palmer reported no remaining VanEck Energy Income ETF position as of Q3 2015 after selling out during the quarter.
Atwood & Palmer sold 67 VanEck Energy Income ETF shares in Q3 2015, an estimated $10K.
Atwood & Palmer first reported a position in VanEck Energy Income ETF in Q2 2014 and held it in 5 quarters.
Atwood & Palmer's VanEck Energy Income ETF position peaked at $19K in Q2 2014.
37 funds tracked by Wall St. Rank held VanEck Energy Income ETF as of Q3 2015.

Based on Atwood & Palmer's 13F filing for Q3 2015, filed 12 Nov 2015.