CAPTRUST Financial Advisors
SNDS

CAPTRUST Financial Advisors’s SUSTAINABLE NORTH AMERICAN OIL SANDS ETF SNDS Stock Holding History

CAPTRUST Financial Advisors’s Portfolio SNDS Stock Details SNDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-13,886
Closed -$223K – 1974
2018
Q4 		$223K Buy
+13,886
New +$223K 0.01% 414

Other funds holding SNDS

AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

CAPTRUST Financial Advisors's SNDS Position: Q1 2019 in Review

CAPTRUST Financial Advisors sold out of SUSTAINABLE NORTH AMERICAN OIL SANDS ETF (SNDS) in Q1 2019, closing a stake of 13,886 shares — an estimated $223K sold.

CAPTRUST Financial Advisors first reported a position in SNDS in Q4 2018 and held it in 1 quarter. The position peaked at $223K in Q4 2018. 31 funds tracked by Wall St. Rank hold SNDS as of Q1 2019.

  • CAPTRUST Financial Advisors reported no remaining SUSTAINABLE NORTH AMERICAN OIL SANDS ETF position as of Q1 2019 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 13,886 SUSTAINABLE NORTH AMERICAN OIL SANDS ETF shares in Q1 2019, an estimated $223K.
  • CAPTRUST Financial Advisors first reported a position in SUSTAINABLE NORTH AMERICAN OIL SANDS ETF in Q4 2018 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's SUSTAINABLE NORTH AMERICAN OIL SANDS ETF position peaked at $223K in Q4 2018.
  • 31 funds tracked by Wall St. Rank held SUSTAINABLE NORTH AMERICAN OIL SANDS ETF as of Q1 2019.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2019, filed 15 May 2019.