Avondale Wealth Management’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

Avondale Wealth Management’s Portfolio RING Stock Details RING Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-7,364	Closed	-$150K	–	114
2019 Q2	$150K	Hold	7,364	–	–	0.11%	28
2019 Q1	$129K	Hold	7,364	–	–	0.1%	27
2018 Q4	$119K	Hold	7,364	–	–	0.1%	28
2018 Q3	$105K	Hold	7,364	–	–	0.1%	23
2018 Q2	$129K	Hold	7,364	–	–	0.11%	22
2018 Q1	$130K	Hold	7,364	–	–	0.11%	21
2017 Q4	$138K	Buy	+7,364	New	+$135K	0.12%	24

Other funds holding RING

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MWC

MKD Wealth Coaches Troy, Michigan $117M AUM 20.43% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Avondale Wealth Management's RING Position: Q3 2019 in Review

Avondale Wealth Management sold out of iShares MSCI Global Gold Miners ETF (RING) in Q3 2019, closing a stake of 7,364 shares — an estimated $150K sold.

Avondale Wealth Management first reported a position in RING in Q4 2017 and held it in 7 quarters. The position peaked at $150K in Q2 2019. 60 funds tracked by Wall St. Rank hold RING as of Q3 2019.

Avondale Wealth Management reported no remaining iShares MSCI Global Gold Miners ETF position as of Q3 2019 after selling out during the quarter.
Avondale Wealth Management sold 7,364 iShares MSCI Global Gold Miners ETF shares in Q3 2019, an estimated $150K.
Avondale Wealth Management first reported a position in iShares MSCI Global Gold Miners ETF in Q4 2017 and held it in 7 quarters.
Avondale Wealth Management's iShares MSCI Global Gold Miners ETF position peaked at $150K in Q2 2019.
60 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q3 2019.

Based on Avondale Wealth Management's 13F filing for Q3 2019, filed 24 Oct 2019.