CIAS
RESP

Capital Investment Advisory Services’s WisdomTree U.S. ESG Fund RESP Stock Holding History

Capital Investment Advisory Services’s Portfolio RESP Stock Details RESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-75
Closed -$2K – 619
2020
Q1 		$2K Buy
+75
New +$2.55K ﹤0.01% 542
2019
Q4 		– Sell
-75
Closed -$3K – 1306
2019
Q3 		$3K Buy
+75
New +$2.52K ﹤0.01% 1241

Other funds holding RESP

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Capital Investment Advisory Services's RESP Position: Q2 2020 in Review

Capital Investment Advisory Services sold out of WisdomTree U.S. ESG Fund (RESP) in Q2 2020, closing a stake of 75 shares — an estimated $2K sold.

Capital Investment Advisory Services first reported a position in RESP in Q3 2019 and held it in 2 quarters. The position peaked at $3K in Q3 2019. 25 funds tracked by Wall St. Rank hold RESP as of Q2 2020.

  • Capital Investment Advisory Services reported no remaining WisdomTree U.S. ESG Fund position as of Q2 2020 after selling out during the quarter.
  • Capital Investment Advisory Services sold 75 WisdomTree U.S. ESG Fund shares in Q2 2020, an estimated $2K.
  • Capital Investment Advisory Services first reported a position in WisdomTree U.S. ESG Fund in Q3 2019 and held it in 2 quarters.
  • Capital Investment Advisory Services's WisdomTree U.S. ESG Fund position peaked at $3K in Q3 2019.
  • 25 funds tracked by Wall St. Rank held WisdomTree U.S. ESG Fund as of Q2 2020.

Based on Capital Investment Advisory Services's 13F filing for Q2 2020, filed 5 Aug 2020.