Brinker Capital Investments’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History

Brinker Capital Investments’s Portfolio DTRE Stock Details DTRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-40	Closed	-$2K	–	529
2017 Q3	$2K	Buy	+40	New	+$1.8K	﹤0.01%	548

Other funds holding DTRE

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

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

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

PFA

Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Brinker Capital Investments's DTRE Position: Q4 2017 in Review

Brinker Capital Investments sold out of First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) in Q4 2017, closing a stake of 40 shares — an estimated $2K sold.

Brinker Capital Investments first reported a position in DTRE in Q3 2017 and held it in 1 quarter. The position peaked at $2K in Q3 2017. 35 funds tracked by Wall St. Rank hold DTRE as of Q4 2017.

Brinker Capital Investments reported no remaining First Trust Alerian Disruptive Technology Real Estate ETF position as of Q4 2017 after selling out during the quarter.
Brinker Capital Investments sold 40 First Trust Alerian Disruptive Technology Real Estate ETF shares in Q4 2017, an estimated $2K.
Brinker Capital Investments first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q3 2017 and held it in 1 quarter.
Brinker Capital Investments's First Trust Alerian Disruptive Technology Real Estate ETF position peaked at $2K in Q3 2017.
35 funds tracked by Wall St. Rank held First Trust Alerian Disruptive Technology Real Estate ETF as of Q4 2017.

Based on Brinker Capital Investments's 13F filing for Q4 2017, filed 12 Feb 2018.