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Elmwood Wealth Management’s VanEck Retail ETF RTH Stock Holding History

Elmwood Wealth Management’s Portfolio RTH Stock Details RTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-46
Closed -$5K – 296
2019
Q1 		$5K Hold
46
– – ﹤0.01% 225
2018
Q4 		$4K Buy
+46
New +$4.7K ﹤0.01% 248

Other funds holding RTH

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Elmwood Wealth Management's RTH Position: Q2 2019 in Review

Elmwood Wealth Management sold out of VanEck Retail ETF (RTH) in Q2 2019, closing a stake of 46 shares — an estimated $5K sold.

Elmwood Wealth Management first reported a position in RTH in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 27 funds tracked by Wall St. Rank hold RTH as of Q2 2019.

  • Elmwood Wealth Management reported no remaining VanEck Retail ETF position as of Q2 2019 after selling out during the quarter.
  • Elmwood Wealth Management sold 46 VanEck Retail ETF shares in Q2 2019, an estimated $5K.
  • Elmwood Wealth Management first reported a position in VanEck Retail ETF in Q4 2018 and held it in 2 quarters.
  • Elmwood Wealth Management's VanEck Retail ETF position peaked at $5K in Q1 2019.
  • 27 funds tracked by Wall St. Rank held VanEck Retail ETF as of Q2 2019.

Based on Elmwood Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.