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Aveo Capital Partners’s NYLI Hedge Multi-Strategy Tracker ETF QAI Stock Holding History

Aveo Capital Partners’s Portfolio QAI Stock Details QAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-10,049
Closed -$288K – 204
2016
Q4 		$288K Buy
+10,049
New +$289K 0.08% 159

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QI
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WF
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AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aveo Capital Partners's QAI Position: Q1 2017 in Review

Aveo Capital Partners sold out of NYLI Hedge Multi-Strategy Tracker ETF (QAI) in Q1 2017, closing a stake of 10,049 shares — an estimated $288K sold.

Aveo Capital Partners first reported a position in QAI in Q4 2016 and held it in 1 quarter. The position peaked at $288K in Q4 2016. 93 funds tracked by Wall St. Rank hold QAI as of Q1 2017.

  • Aveo Capital Partners reported no remaining NYLI Hedge Multi-Strategy Tracker ETF position as of Q1 2017 after selling out during the quarter.
  • Aveo Capital Partners sold 10,049 NYLI Hedge Multi-Strategy Tracker ETF shares in Q1 2017, an estimated $288K.
  • Aveo Capital Partners first reported a position in NYLI Hedge Multi-Strategy Tracker ETF in Q4 2016 and held it in 1 quarter.
  • Aveo Capital Partners's NYLI Hedge Multi-Strategy Tracker ETF position peaked at $288K in Q4 2016.
  • 93 funds tracked by Wall St. Rank held NYLI Hedge Multi-Strategy Tracker ETF as of Q1 2017.

Based on Aveo Capital Partners's 13F filing for Q1 2017, filed 15 May 2017.