Blue Bell Private Wealth Management’s VanEck Rare Earth/Strategic Metals ETF REMX Stock Holding History

Blue Bell Private Wealth Management’s Portfolio REMX Stock Details REMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-10	Closed	-$1K	–	238
2017 Q3	$1K	Hold	10	–	–	﹤0.01%	233
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	238
2017 Q1	$1K	Hold	10	–	–	﹤0.01%	242
2016 Q4	$1K	Hold	10	–	–	﹤0.01%	263
2016 Q3	$1K	Sell	10 -72	-88%	-$3.69K	﹤0.01%	425
2016 Q2	$5K	Hold	82	–	–	﹤0.01%	393
2016 Q1	$4K	Hold	82	–	–	﹤0.01%	401
2015 Q4	$3K	Buy	82 +3	+4%	+$139	﹤0.01%	421
2015 Q3	$4K	Buy	79 +69	+690%	+$3.78K	﹤0.01%	412
2015 Q2	$1K	Hold	10	–	–	﹤0.01%	424
2015 Q1	$0	Hold	10	–	–	﹤0.01%	432
2014 Q4	$0	Hold	10	–	–	﹤0.01%	440
2014 Q3	$1K	Hold	10	–	–	﹤0.01%	432
2014 Q2	$1K	Hold	10	–	–	﹤0.01%	400
2014 Q1	$1K	Hold	10	–	–	﹤0.01%	384
2013 Q4	$1K	Buy	+10	New	+$1.16K	﹤0.01%	395

Other funds holding REMX

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

SG3 Management Dorado, Puerto Rico $6.45K AUM 61.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Blue Bell Private Wealth Management's REMX Position: Q4 2017 in Review

Blue Bell Private Wealth Management sold out of VanEck Rare Earth/Strategic Metals ETF (REMX) in Q4 2017, closing a stake of 10 shares — an estimated $1K sold.

Blue Bell Private Wealth Management first reported a position in REMX in Q4 2013 and held it in 16 quarters. The position peaked at $5K in Q2 2016. 39 funds tracked by Wall St. Rank hold REMX as of Q4 2017.

Blue Bell Private Wealth Management reported no remaining VanEck Rare Earth/Strategic Metals ETF position as of Q4 2017 after selling out during the quarter.
Blue Bell Private Wealth Management sold 10 VanEck Rare Earth/Strategic Metals ETF shares in Q4 2017, an estimated $1K.
Blue Bell Private Wealth Management first reported a position in VanEck Rare Earth/Strategic Metals ETF in Q4 2013 and held it in 16 quarters.
Blue Bell Private Wealth Management's VanEck Rare Earth/Strategic Metals ETF position peaked at $5K in Q2 2016.
39 funds tracked by Wall St. Rank held VanEck Rare Earth/Strategic Metals ETF as of Q4 2017.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2017, filed 31 Jan 2018.