Edelman Financial Services’s Amplify Mobile Payments ETF IPAY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-86,436	Closed	-$3.71M	–	14
2018 Q3	$3.71M	Sell	86,436 -5,747	-6%	-$237K	0.03%	19
2018 Q2	$3.58M	Sell	92,183 -10,721	-10%	-$407K	0.03%	19
2018 Q1	$3.74M	Sell	102,904 -23,374	-19%	-$862K	0.04%	20
2017 Q4	$4.41M	Sell	126,278 -173	-0.1%	-$5.89K	0.04%	17
2017 Q3	$4.13M	Sell	126,451 -627	-0.5%	-$19.7K	0.04%	17
2017 Q2	$3.78M	Buy	+127,078	New	+$3.67M	0.04%	17

Other funds holding IPAY

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

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

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

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

RJA

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

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

Edelman Financial Services sold out of Amplify Mobile Payments ETF (IPAY) in Q4 2018, closing a stake of 86,436 shares — an estimated $3.71M sold.

Edelman Financial Services first reported a position in IPAY in Q2 2017 and held it in 6 quarters. The position peaked at $4.41M in Q4 2017. 68 funds tracked by Wall St. Rank hold IPAY as of Q4 2018.

Edelman Financial Services reported no remaining Amplify Mobile Payments ETF position as of Q4 2018 after selling out during the quarter.
Edelman Financial Services sold 86,436 Amplify Mobile Payments ETF shares in Q4 2018, an estimated $3.71M.
Edelman Financial Services first reported a position in Amplify Mobile Payments ETF in Q2 2017 and held it in 6 quarters.
Edelman Financial Services's Amplify Mobile Payments ETF position peaked at $4.41M in Q4 2017.
68 funds tracked by Wall St. Rank held Amplify Mobile Payments ETF as of Q4 2018.

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