CAM
SNDS

Concorde Asset Management’s SUSTAINABLE NORTH AMERICAN OIL SANDS ETF SNDS Stock Holding History

Concorde Asset Management’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
2017
Q4 		– Sell
-10,000
Closed -$198K – 166
2017
Q3 		$198K Buy
+10,000
New +$198K 0.17% 144

Other funds holding SNDS

HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AFNAS
American Financial Network Advisory Services Calabasas, California $67M AUM 1.63% 1-Year Est. Return

Concorde Asset Management's SNDS Position: Q4 2017 in Review

Concorde Asset Management sold out of SUSTAINABLE NORTH AMERICAN OIL SANDS ETF (SNDS) in Q4 2017, closing a stake of 10,000 shares — an estimated $198K sold.

Concorde Asset Management first reported a position in SNDS in Q3 2017 and held it in 1 quarter. The position peaked at $198K in Q3 2017. 26 funds tracked by Wall St. Rank hold SNDS as of Q4 2017.

  • Concorde Asset Management reported no remaining SUSTAINABLE NORTH AMERICAN OIL SANDS ETF position as of Q4 2017 after selling out during the quarter.
  • Concorde Asset Management sold 10,000 SUSTAINABLE NORTH AMERICAN OIL SANDS ETF shares in Q4 2017, an estimated $198K.
  • Concorde Asset Management first reported a position in SUSTAINABLE NORTH AMERICAN OIL SANDS ETF in Q3 2017 and held it in 1 quarter.
  • Concorde Asset Management's SUSTAINABLE NORTH AMERICAN OIL SANDS ETF position peaked at $198K in Q3 2017.
  • 26 funds tracked by Wall St. Rank held SUSTAINABLE NORTH AMERICAN OIL SANDS ETF as of Q4 2017.

Based on Concorde Asset Management's 13F filing for Q4 2017, filed 23 Jan 2018.