Capital Planning Advisors’s EMQQ The Emerging Markets Internet & Ecommerce ETF EMQQ Stock Holding History

Capital Planning Advisors’s Portfolio EMQQ Stock Details EMQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-11,789	Closed	-$378K	–	115
2018 Q3	$378K	Sell	11,789 -12,135	-51%	-$414K	0.12%	102
2018 Q2	$878K	Buy	23,924 +5,598	+31%	+$212K	0.4%	62
2018 Q1	$723K	Buy	18,326 +591	+3%	+$24.2K	0.26%	80
2017 Q4	$675K	Buy	+17,735	New	+$666K	0.24%	82

Other funds holding EMQQ

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

CAM

Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AGA

Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return

GCA

Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Capital Planning Advisors's EMQQ Position: Q4 2018 in Review

Capital Planning Advisors sold out of EMQQ The Emerging Markets Internet & Ecommerce ETF (EMQQ) in Q4 2018, closing a stake of 11,789 shares — an estimated $378K sold.

Capital Planning Advisors first reported a position in EMQQ in Q4 2017 and held it in 4 quarters. The position peaked at $878K in Q2 2018. 71 funds tracked by Wall St. Rank hold EMQQ as of Q4 2018.

Capital Planning Advisors reported no remaining EMQQ The Emerging Markets Internet & Ecommerce ETF position as of Q4 2018 after selling out during the quarter.
Capital Planning Advisors sold 11,789 EMQQ The Emerging Markets Internet & Ecommerce ETF shares in Q4 2018, an estimated $378K.
Capital Planning Advisors first reported a position in EMQQ The Emerging Markets Internet & Ecommerce ETF in Q4 2017 and held it in 4 quarters.
Capital Planning Advisors's EMQQ The Emerging Markets Internet & Ecommerce ETF position peaked at $878K in Q2 2018.
71 funds tracked by Wall St. Rank held EMQQ The Emerging Markets Internet & Ecommerce ETF as of Q4 2018.

Based on Capital Planning Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.