Edelman Financial Services’s ARK Genomic Revolution ETF ARKG Stock Holding History

Edelman Financial Services’s Portfolio ARKG Stock Details ARKG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-70,189	Closed	-$2.35M	–	1
2018 Q3	$2.35M	Sell	70,189 -5,137	-7%	-$163K	0.02%	24
2018 Q2	$2.19M	Sell	75,326 -20,171	-21%	-$561K	0.02%	26
2018 Q1	$2.46M	Sell	95,497 -11,633	-11%	-$315K	0.02%	23
2017 Q4	$2.62M	Hold	107,130	–	–	0.03%	20
2017 Q3	$2.81M	Sell	107,130 -8,768	-8%	-$206K	0.03%	19
2017 Q2	$2.59M	Buy	+115,898	New	+$2.42M	0.03%	20

Other funds holding ARKG

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

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Edelman Financial Services's ARKG Position: Q4 2018 in Review

Edelman Financial Services sold out of ARK Genomic Revolution ETF (ARKG) in Q4 2018, closing a stake of 70,189 shares — an estimated $2.35M sold.

Edelman Financial Services first reported a position in ARKG in Q2 2017 and held it in 6 quarters. The position peaked at $2.81M in Q3 2017. 58 funds tracked by Wall St. Rank hold ARKG as of Q4 2018.

Edelman Financial Services reported no remaining ARK Genomic Revolution ETF position as of Q4 2018 after selling out during the quarter.
Edelman Financial Services sold 70,189 ARK Genomic Revolution ETF shares in Q4 2018, an estimated $2.35M.
Edelman Financial Services first reported a position in ARK Genomic Revolution ETF in Q2 2017 and held it in 6 quarters.
Edelman Financial Services's ARK Genomic Revolution ETF position peaked at $2.81M in Q3 2017.
58 funds tracked by Wall St. Rank held ARK Genomic Revolution ETF as of Q4 2018.

Based on Edelman Financial Services's 13F filing for Q4 2018.