Dynamic Advisor Solutions’s Acquirers Small and Micro Deep Value ETF DEEP Stock Holding History

Dynamic Advisor Solutions’s Portfolio DEEP Stock Details DEEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-8,649	Closed	-$228K	–	213
2016 Q4	$228K	Hold	8,649	–	–	0.09%	191
2016 Q3	$218K	Buy	+8,649	New	+$212K	0.08%	212
2016 Q1	–	Sell	-11,350	Closed	-$248K	–	201
2015 Q4	$248K	Buy	+11,350	New	+$256K	0.1%	193

Other funds holding DEEP

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

TWMH

Tiedemann Wealth Management Holdings New York $2.68M AUM 12.04% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

WOC

West Oak Capital Westlake Village, California $2.52M AUM 17.57% 1-Year Est. Return

Dynamic Advisor Solutions's DEEP Position: Q1 2017 in Review

Dynamic Advisor Solutions sold out of Acquirers Small and Micro Deep Value ETF (DEEP) in Q1 2017, closing a stake of 8,649 shares — an estimated $228K sold.

Dynamic Advisor Solutions first reported a position in DEEP in Q4 2015 and held it in 3 quarters. The position peaked at $248K in Q4 2015. 10 funds tracked by Wall St. Rank hold DEEP as of Q1 2017.

Dynamic Advisor Solutions reported no remaining Acquirers Small and Micro Deep Value ETF position as of Q1 2017 after selling out during the quarter.
Dynamic Advisor Solutions sold 8,649 Acquirers Small and Micro Deep Value ETF shares in Q1 2017, an estimated $228K.
Dynamic Advisor Solutions first reported a position in Acquirers Small and Micro Deep Value ETF in Q4 2015 and held it in 3 quarters.
Dynamic Advisor Solutions's Acquirers Small and Micro Deep Value ETF position peaked at $248K in Q4 2015.
10 funds tracked by Wall St. Rank held Acquirers Small and Micro Deep Value ETF as of Q1 2017.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2017, filed 10 Apr 2017.