Cerity Partners’s VanEck Indonesia Index ETF IDX Stock Holding History

Cerity Partners’s Portfolio IDX Stock Details IDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-14,900	Closed	-$310K	–	530
2018 Q3	$310K	Hold	14,900	–	–	0.02%	412
2018 Q2	$310K	Hold	14,900	–	–	0.02%	410
2018 Q1	$353K	Buy	14,900 +600	+4%	+$15.1K	0.03%	395
2017 Q4	$355K	Hold	14,300	–	–	0.02%	398
2017 Q3	$338K	Hold	14,300	–	–	0.02%	401
2017 Q2	$344K	Hold	14,300	–	–	0.03%	276
2017 Q1	$325K	Buy	+14,300	New	+$314K	0.03%	319

Other funds holding IDX

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Lattice Strategies Wayne, Pennsylvania $109M AUM 3.52% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cerity Partners's IDX Position: Q4 2018 in Review

Cerity Partners sold out of VanEck Indonesia Index ETF (IDX) in Q4 2018, closing a stake of 14,900 shares — an estimated $310K sold.

Cerity Partners first reported a position in IDX in Q1 2017 and held it in 7 quarters. The position peaked at $355K in Q4 2017. 19 funds tracked by Wall St. Rank hold IDX as of Q4 2018.

Cerity Partners reported no remaining VanEck Indonesia Index ETF position as of Q4 2018 after selling out during the quarter.
Cerity Partners sold 14,900 VanEck Indonesia Index ETF shares in Q4 2018, an estimated $310K.
Cerity Partners first reported a position in VanEck Indonesia Index ETF in Q1 2017 and held it in 7 quarters.
Cerity Partners's VanEck Indonesia Index ETF position peaked at $355K in Q4 2017.
19 funds tracked by Wall St. Rank held VanEck Indonesia Index ETF as of Q4 2018.

Based on Cerity Partners's 13F filing for Q4 2018, filed 6 Feb 2019.