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Cahill Financial Advisors’s VanEck Energy Income ETF EINC Stock Holding History

Cahill Financial Advisors’s Portfolio EINC Stock Details EINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-966
Closed -$52K – 387
2021
Q3 		$52K Buy
+966
New +$51.4K 0.01% 332

Other funds holding EINC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWA
Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cahill Financial Advisors's EINC Position: Q4 2021 in Review

Cahill Financial Advisors sold out of VanEck Energy Income ETF (EINC) in Q4 2021, closing a stake of 966 shares — an estimated $52K sold.

Cahill Financial Advisors first reported a position in EINC in Q3 2021 and held it in 1 quarter. The position peaked at $52K in Q3 2021. 15 funds tracked by Wall St. Rank hold EINC as of Q4 2021.

  • Cahill Financial Advisors reported no remaining VanEck Energy Income ETF position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 966 VanEck Energy Income ETF shares in Q4 2021, an estimated $52K.
  • Cahill Financial Advisors first reported a position in VanEck Energy Income ETF in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's VanEck Energy Income ETF position peaked at $52K in Q3 2021.
  • 15 funds tracked by Wall St. Rank held VanEck Energy Income ETF as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.