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Carroll Financial Associates’s VanEck Natural Resources ETF HAP Stock Holding History

Carroll Financial Associates’s Portfolio HAP Stock Details HAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-50
Closed -$1K – 829
2013
Q3 		$1K Buy
+50
New +$1.78K ﹤0.01% 735

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Susquehanna International Group
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Jane Street
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BEC
Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BOS
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Carroll Financial Associates's HAP Position: Q4 2013 in Review

Carroll Financial Associates sold out of VanEck Natural Resources ETF (HAP) in Q4 2013, closing a stake of 50 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in HAP in Q3 2013 and held it in 1 quarter. The position peaked at $1K in Q3 2013. 22 funds tracked by Wall St. Rank hold HAP as of Q4 2013.

  • Carroll Financial Associates reported no remaining VanEck Natural Resources ETF position as of Q4 2013 after selling out during the quarter.
  • Carroll Financial Associates sold 50 VanEck Natural Resources ETF shares in Q4 2013, an estimated $1K.
  • Carroll Financial Associates first reported a position in VanEck Natural Resources ETF in Q3 2013 and held it in 1 quarter.
  • Carroll Financial Associates's VanEck Natural Resources ETF position peaked at $1K in Q3 2013.
  • 22 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q4 2013.

Based on Carroll Financial Associates's 13F filing for Q4 2013, filed 6 Feb 2014.