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Cerity Partners OCIO’s VanEck Retail ETF RTH Stock Holding History

Cerity Partners OCIO’s Portfolio RTH Stock Details RTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,022
Closed -$664K – 402
2021
Q1 		$664K Buy
+4,022
New +$643K 0.02% 248

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IPW
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QAM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Cerity Partners OCIO's RTH Position: Q2 2021 in Review

Cerity Partners OCIO sold out of VanEck Retail ETF (RTH) in Q2 2021, closing a stake of 4,022 shares — an estimated $664K sold.

Cerity Partners OCIO first reported a position in RTH in Q1 2021 and held it in 1 quarter. The position peaked at $664K in Q1 2021. 50 funds tracked by Wall St. Rank hold RTH as of Q2 2021.

  • Cerity Partners OCIO reported no remaining VanEck Retail ETF position as of Q2 2021 after selling out during the quarter.
  • Cerity Partners OCIO sold 4,022 VanEck Retail ETF shares in Q2 2021, an estimated $664K.
  • Cerity Partners OCIO first reported a position in VanEck Retail ETF in Q1 2021 and held it in 1 quarter.
  • Cerity Partners OCIO's VanEck Retail ETF position peaked at $664K in Q1 2021.
  • 50 funds tracked by Wall St. Rank held VanEck Retail ETF as of Q2 2021.

Based on Cerity Partners OCIO's 13F filing for Q2 2021, filed 3 Aug 2021.