Cambridge Investment Research Advisors’s Are Dynamic Credit Allocation Fund ARDC Stock Holding History

Cambridge Investment Research Advisors’s Portfolio ARDC Stock Details ARDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-32,982	Closed	-$418K	–	2707
2020 Q3	$418K	Buy	32,982 +4,495	+16%	+$56.3K	﹤0.01%	1721
2020 Q2	$340K	Buy	28,487 +2,520	+10%	+$28.3K	﹤0.01%	1784
2020 Q1	$280K	Buy	25,967 +6,481	+33%	+$92.4K	﹤0.01%	1719
2019 Q4	$299K	Buy	+19,486	New	+$288K	﹤0.01%	1916

Other funds holding ARDC

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cambridge Investment Research Advisors's ARDC Position: Q4 2020 in Review

Cambridge Investment Research Advisors sold out of Are Dynamic Credit Allocation Fund (ARDC) in Q4 2020, closing a stake of 32,982 shares — an estimated $418K sold.

Cambridge Investment Research Advisors first reported a position in ARDC in Q4 2019 and held it in 4 quarters. The position peaked at $418K in Q3 2020. 52 funds tracked by Wall St. Rank hold ARDC as of Q4 2020.

Cambridge Investment Research Advisors reported no remaining Are Dynamic Credit Allocation Fund position as of Q4 2020 after selling out during the quarter.
Cambridge Investment Research Advisors sold 32,982 Are Dynamic Credit Allocation Fund shares in Q4 2020, an estimated $418K.
Cambridge Investment Research Advisors first reported a position in Are Dynamic Credit Allocation Fund in Q4 2019 and held it in 4 quarters.
Cambridge Investment Research Advisors's Are Dynamic Credit Allocation Fund position peaked at $418K in Q3 2020.
52 funds tracked by Wall St. Rank held Are Dynamic Credit Allocation Fund as of Q4 2020.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2020, filed 4 Feb 2021.