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Bridgeworth’s Motley Fool 100 Index ETF TMFC Stock Holding History

Bridgeworth’s Portfolio TMFC Stock Details TMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,000
Closed -$20K – 494
2018
Q2 		$20K Buy
+1,000
New +$19.7K 0.01% 379

Other funds holding TMFC

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.79B AUM 12.81% 1-Year Est. Return

Bridgeworth's TMFC Position: Q3 2018 in Review

Bridgeworth sold out of Motley Fool 100 Index ETF (TMFC) in Q3 2018, closing a stake of 1,000 shares — an estimated $20K sold.

Bridgeworth first reported a position in TMFC in Q2 2018 and held it in 1 quarter. The position peaked at $20K in Q2 2018. 17 funds tracked by Wall St. Rank hold TMFC as of Q3 2018.

  • Bridgeworth reported no remaining Motley Fool 100 Index ETF position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 1,000 Motley Fool 100 Index ETF shares in Q3 2018, an estimated $20K.
  • Bridgeworth first reported a position in Motley Fool 100 Index ETF in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's Motley Fool 100 Index ETF position peaked at $20K in Q2 2018.
  • 17 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.