CA
EWRM

Calton & Associates’s GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF EWRM Stock Holding History

Calton & Associates’s Portfolio EWRM Stock Details EWRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,936
Closed -$198K – 1548
2017
Q4 		$198K Buy
+2,936
New +$198K 0.05% 344

Other funds holding EWRM

HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Calton & Associates sold out of GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF (EWRM) in Q1 2018, closing a stake of 2,936 shares — an estimated $198K sold.

Calton & Associates first reported a position in EWRM in Q4 2017 and held it in 1 quarter. The position peaked at $198K in Q4 2017. 26 funds tracked by Wall St. Rank hold EWRM as of Q1 2018.

  • Calton & Associates reported no remaining GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 2,936 GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF shares in Q1 2018, an estimated $198K.
  • Calton & Associates first reported a position in GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF position peaked at $198K in Q4 2017.
  • 26 funds tracked by Wall St. Rank held GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF as of Q1 2018.

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