BCWM
SNDS

Bartlett & Co Wealth Management’s SUSTAINABLE NORTH AMERICAN OIL SANDS ETF SNDS Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SNDS Stock Details SNDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,000
Closed -$36.7K – 734
2018
Q3 		$36.7K Hold
2,000
– – ﹤0.01% 473
2018
Q2 		$36.3K Hold
2,000
– – ﹤0.01% 459
2018
Q1 		$36.8K Buy
+2,000
New +$36.8K ﹤0.01% 454

Other funds holding SNDS

AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Bartlett & Co Wealth Management's SNDS Position: Q4 2018 in Review

Bartlett & Co Wealth Management sold out of SUSTAINABLE NORTH AMERICAN OIL SANDS ETF (SNDS) in Q4 2018, closing a stake of 2,000 shares — an estimated $36.7K sold.

Bartlett & Co Wealth Management first reported a position in SNDS in Q1 2018 and held it in 3 quarters. The position peaked at $36.8K in Q1 2018. 36 funds tracked by Wall St. Rank hold SNDS as of Q4 2018.

  • Bartlett & Co Wealth Management reported no remaining SUSTAINABLE NORTH AMERICAN OIL SANDS ETF position as of Q4 2018 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 2,000 SUSTAINABLE NORTH AMERICAN OIL SANDS ETF shares in Q4 2018, an estimated $36.7K.
  • Bartlett & Co Wealth Management first reported a position in SUSTAINABLE NORTH AMERICAN OIL SANDS ETF in Q1 2018 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's SUSTAINABLE NORTH AMERICAN OIL SANDS ETF position peaked at $36.8K in Q1 2018.
  • 36 funds tracked by Wall St. Rank held SUSTAINABLE NORTH AMERICAN OIL SANDS ETF as of Q4 2018.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2024.