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BDO Wealth Advisors’s NYLIM Merger Arbitrage ETF MNA Stock Holding History

BDO Wealth Advisors’s Portfolio MNA Stock Details MNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-75
Closed -$2K – 1125
2021
Q3 		$2K Hold
75
– – ﹤0.01% 950
2021
Q2 		$3K Hold
75
– – ﹤0.01% 949
2021
Q1 		$2K Hold
75
– – ﹤0.01% 999
2020
Q4 		$2K Hold
75
– – ﹤0.01% 776
2020
Q3 		$3K Buy
+75
New +$2.42K ﹤0.01% 635

Other funds holding MNA

Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BDO Wealth Advisors's MNA Position: Q4 2021 in Review

BDO Wealth Advisors sold out of NYLIM Merger Arbitrage ETF (MNA) in Q4 2021, closing a stake of 75 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in MNA in Q3 2020 and held it in 5 quarters. The position peaked at $3K in Q2 2021. 122 funds tracked by Wall St. Rank hold MNA as of Q4 2021.

  • BDO Wealth Advisors reported no remaining NYLIM Merger Arbitrage ETF position as of Q4 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 75 NYLIM Merger Arbitrage ETF shares in Q4 2021, an estimated $2K.
  • BDO Wealth Advisors first reported a position in NYLIM Merger Arbitrage ETF in Q3 2020 and held it in 5 quarters.
  • BDO Wealth Advisors's NYLIM Merger Arbitrage ETF position peaked at $3K in Q2 2021.
  • 122 funds tracked by Wall St. Rank held NYLIM Merger Arbitrage ETF as of Q4 2021.

Based on BDO Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.