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Calton & Associates’s ARK Autonomous Technology & Robotics ETF ARKQ Stock Holding History

Calton & Associates’s Portfolio ARKQ Stock Details ARKQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-514
Closed -$18K – 393
2017
Q4 		$18K Buy
+514
New +$17.1K ﹤0.01% 904

Other funds holding ARKQ

HFM
Hartford Financial Management Hartford, Connecticut $392M AUM 21.9% 1-Year Est. Return
EFS
Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Calton & Associates's ARKQ Position: Q1 2018 in Review

Calton & Associates sold out of ARK Autonomous Technology & Robotics ETF (ARKQ) in Q1 2018, closing a stake of 514 shares — an estimated $18K sold.

Calton & Associates first reported a position in ARKQ in Q4 2017 and held it in 1 quarter. The position peaked at $18K in Q4 2017. 40 funds tracked by Wall St. Rank hold ARKQ as of Q1 2018.

  • Calton & Associates reported no remaining ARK Autonomous Technology & Robotics ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 514 ARK Autonomous Technology & Robotics ETF shares in Q1 2018, an estimated $18K.
  • Calton & Associates first reported a position in ARK Autonomous Technology & Robotics ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's ARK Autonomous Technology & Robotics ETF position peaked at $18K in Q4 2017.
  • 40 funds tracked by Wall St. Rank held ARK Autonomous Technology & Robotics ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.