Buckley Wealth Management’s Anfield US Equity Sector Rotation ETF AESR Stock Holding History

Buckley Wealth Management’s Portfolio AESR Stock Details AESR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-13,092	Closed	-$143K	–	121
2020 Q3	$143K	Buy	+13,092	New	+$140K	0.06%	108

Other funds holding AESR

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

CWA

Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Buckley Wealth Management's AESR Position: Q4 2020 in Review

Buckley Wealth Management sold out of Anfield US Equity Sector Rotation ETF (AESR) in Q4 2020, closing a stake of 13,092 shares — an estimated $143K sold.

Buckley Wealth Management first reported a position in AESR in Q3 2020 and held it in 1 quarter. The position peaked at $143K in Q3 2020. 6 funds tracked by Wall St. Rank hold AESR as of Q4 2020.

Buckley Wealth Management reported no remaining Anfield US Equity Sector Rotation ETF position as of Q4 2020 after selling out during the quarter.
Buckley Wealth Management sold 13,092 Anfield US Equity Sector Rotation ETF shares in Q4 2020, an estimated $143K.
Buckley Wealth Management first reported a position in Anfield US Equity Sector Rotation ETF in Q3 2020 and held it in 1 quarter.
Buckley Wealth Management's Anfield US Equity Sector Rotation ETF position peaked at $143K in Q3 2020.
6 funds tracked by Wall St. Rank held Anfield US Equity Sector Rotation ETF as of Q4 2020.

Based on Buckley Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.