Buckingham Strategic Wealth
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Buckingham Strategic Wealth’s NYLIM Merger Arbitrage ETF MNA Stock Holding History

Buckingham Strategic Wealth’s Portfolio MNA Stock Details MNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-13,605
Closed -$429K – 447
2019
Q2 		$429K Buy
+13,605
New +$432K 0.05% 268

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Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Buckingham Strategic Wealth's MNA Position: Q3 2019 in Review

Buckingham Strategic Wealth sold out of NYLIM Merger Arbitrage ETF (MNA) in Q3 2019, closing a stake of 13,605 shares — an estimated $429K sold.

Buckingham Strategic Wealth first reported a position in MNA in Q2 2019 and held it in 1 quarter. The position peaked at $429K in Q2 2019. 123 funds tracked by Wall St. Rank hold MNA as of Q3 2019.

  • Buckingham Strategic Wealth reported no remaining NYLIM Merger Arbitrage ETF position as of Q3 2019 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 13,605 NYLIM Merger Arbitrage ETF shares in Q3 2019, an estimated $429K.
  • Buckingham Strategic Wealth first reported a position in NYLIM Merger Arbitrage ETF in Q2 2019 and held it in 1 quarter.
  • Buckingham Strategic Wealth's NYLIM Merger Arbitrage ETF position peaked at $429K in Q2 2019.
  • 123 funds tracked by Wall St. Rank held NYLIM Merger Arbitrage ETF as of Q3 2019.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2019, filed 12 Nov 2019.