CA
HECO

Calton & Associates’s Strategy Shares EcoLogical Strategy ETF HECO Stock Holding History

Calton & Associates’s Portfolio HECO Stock Details HECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-95
Closed -$4K – 1430
2017
Q4 		$4K Buy
+95
New +$4.07K ﹤0.01% 1300

Other funds holding HECO

RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return

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

Calton & Associates sold out of Strategy Shares EcoLogical Strategy ETF (HECO) in Q1 2018, closing a stake of 95 shares — an estimated $4K sold.

Calton & Associates first reported a position in HECO in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 11 funds tracked by Wall St. Rank hold HECO as of Q1 2018.

  • Calton & Associates reported no remaining Strategy Shares EcoLogical Strategy ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 95 Strategy Shares EcoLogical Strategy ETF shares in Q1 2018, an estimated $4K.
  • Calton & Associates first reported a position in Strategy Shares EcoLogical Strategy ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Strategy Shares EcoLogical Strategy ETF position peaked at $4K in Q4 2017.
  • 11 funds tracked by Wall St. Rank held Strategy Shares EcoLogical Strategy ETF as of Q1 2018.

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