Cambridge Investment Research Advisors
HECO

Cambridge Investment Research Advisors’s Strategy Shares EcoLogical Strategy ETF HECO Stock Holding History

Cambridge Investment Research Advisors’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
2020
Q1 		– Sell
-4,915
Closed -$205K – 2538
2019
Q4 		$205K Buy
+4,915
New +$201K ﹤0.01% 2197

Other funds holding HECO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors's HECO Position: Q1 2020 in Review

Cambridge Investment Research Advisors sold out of Strategy Shares EcoLogical Strategy ETF (HECO) in Q1 2020, closing a stake of 4,915 shares — an estimated $205K sold.

Cambridge Investment Research Advisors first reported a position in HECO in Q4 2019 and held it in 1 quarter. The position peaked at $205K in Q4 2019. 10 funds tracked by Wall St. Rank hold HECO as of Q1 2020.

  • Cambridge Investment Research Advisors reported no remaining Strategy Shares EcoLogical Strategy ETF position as of Q1 2020 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 4,915 Strategy Shares EcoLogical Strategy ETF shares in Q1 2020, an estimated $205K.
  • Cambridge Investment Research Advisors first reported a position in Strategy Shares EcoLogical Strategy ETF in Q4 2019 and held it in 1 quarter.
  • Cambridge Investment Research Advisors's Strategy Shares EcoLogical Strategy ETF position peaked at $205K in Q4 2019.
  • 10 funds tracked by Wall St. Rank held Strategy Shares EcoLogical Strategy ETF as of Q1 2020.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2020, filed 8 May 2020.