Clean Yield Group’s GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF EWRM Stock Holding History

Clean Yield Group’s Portfolio EWRM Stock Details EWRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-90	Closed	-$4K	–	325
2016 Q1	$4K	Buy	+90	New	+$3.93K	﹤0.01%	275
2015 Q2	–	Sell	-90	Closed	-$5K	–	356
2015 Q1	$5K	Buy	+90	New	+$4.62K	﹤0.01%	326

Other funds holding EWRM

HCM

Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

IAA

Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

RJA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clean Yield Group's EWRM Position: Q2 2016 in Review

Clean Yield Group sold out of GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF (EWRM) in Q2 2016, closing a stake of 90 shares — an estimated $4K sold.

Clean Yield Group first reported a position in EWRM in Q1 2015 and held it in 2 quarters. The position peaked at $5K in Q1 2015. 24 funds tracked by Wall St. Rank hold EWRM as of Q2 2016.

Clean Yield Group reported no remaining GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF position as of Q2 2016 after selling out during the quarter.
Clean Yield Group sold 90 GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF shares in Q2 2016, an estimated $4K.
Clean Yield Group first reported a position in GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF in Q1 2015 and held it in 2 quarters.
Clean Yield Group's GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF position peaked at $5K in Q1 2015.
24 funds tracked by Wall St. Rank held GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF as of Q2 2016.

Based on Clean Yield Group's 13F filing for Q2 2016, filed 27 Jul 2016.