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Belmont Global Advisors’s Renaissance IPO ETF IPO Stock Holding History

Belmont Global Advisors’s Portfolio IPO Stock Details IPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-25,000
Closed -$546K – 126
2013
Q4 		$546K Buy
+25,000
New +$518K 0.44% 63

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Susquehanna International Group
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FMB
Field & Main Bank Henderson, Kentucky $344M AUM 23.98% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
NES
New England Securities New York $285M AUM 7.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Belmont Global Advisors's IPO Position: Q1 2014 in Review

Belmont Global Advisors sold out of Renaissance IPO ETF (IPO) in Q1 2014, closing a stake of 25,000 shares — an estimated $546K sold.

Belmont Global Advisors first reported a position in IPO in Q4 2013 and held it in 1 quarter. The position peaked at $546K in Q4 2013. 9 funds tracked by Wall St. Rank hold IPO as of Q1 2014.

  • Belmont Global Advisors reported no remaining Renaissance IPO ETF position as of Q1 2014 after selling out during the quarter.
  • Belmont Global Advisors sold 25,000 Renaissance IPO ETF shares in Q1 2014, an estimated $546K.
  • Belmont Global Advisors first reported a position in Renaissance IPO ETF in Q4 2013 and held it in 1 quarter.
  • Belmont Global Advisors's Renaissance IPO ETF position peaked at $546K in Q4 2013.
  • 9 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2014.

Based on Belmont Global Advisors's 13F filing for Q1 2014, filed 13 May 2014.