Bruderman Asset Management’s SUSTAINABLE NORTH AMERICAN OIL SANDS ETF SNDS Stock Holding History

Bruderman Asset Management’s Portfolio SNDS Stock Details SNDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-2,417	Closed	-$43K	–	672
2019 Q1	$43K	Hold	2,417	–	–	0.01%	284
2018 Q4	$39K	Hold	2,417	–	–	0.01%	270
2018 Q3	$44K	Hold	2,417	–	–	0.01%	203
2018 Q2	$44K	Hold	2,417	–	–	0.01%	211
2018 Q1	$44K	Buy	+2,417	New	+$44K	0.01%	217
2017 Q3	–	Sell	-2,417	Closed	-$47K	–	362
2017 Q2	$47K	Buy	+2,417	New	+$47K	0.01%	218
2017 Q1	–	Sell	-2,060	Closed	-$38K	–	371
2016 Q4	$38K	Buy	2,060 +125	+6%	+$2.31K	0.01%	235
2016 Q3	$37K	Buy	+1,935	New	+$37K	0.01%	236

Other funds holding SNDS

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

Bruderman Asset Management's SNDS Position: Q2 2019 in Review

Bruderman Asset Management sold out of SUSTAINABLE NORTH AMERICAN OIL SANDS ETF (SNDS) in Q2 2019, closing a stake of 2,417 shares — an estimated $43K sold.

Bruderman Asset Management first reported a position in SNDS in Q3 2016 and held it in 8 quarters. The position peaked at $47K in Q2 2017. 34 funds tracked by Wall St. Rank hold SNDS as of Q2 2019.

Bruderman Asset Management reported no remaining SUSTAINABLE NORTH AMERICAN OIL SANDS ETF position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 2,417 SUSTAINABLE NORTH AMERICAN OIL SANDS ETF shares in Q2 2019, an estimated $43K.
Bruderman Asset Management first reported a position in SUSTAINABLE NORTH AMERICAN OIL SANDS ETF in Q3 2016 and held it in 8 quarters.
Bruderman Asset Management's SUSTAINABLE NORTH AMERICAN OIL SANDS ETF position peaked at $47K in Q2 2017.
34 funds tracked by Wall St. Rank held SUSTAINABLE NORTH AMERICAN OIL SANDS ETF as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.