Envestnet Asset Management
OLD

Envestnet Asset Management’s The Long-Term Care ETF OLD Stock Holding History

Envestnet Asset Management’s Portfolio OLD Stock Details OLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-10,100
Closed -$312K – 3189
2019
Q3 		$312K Buy
+10,100
New +$304K ﹤0.01% 2649

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Envestnet Asset Management's OLD Position: Q4 2019 in Review

Envestnet Asset Management sold out of The Long-Term Care ETF (OLD) in Q4 2019, closing a stake of 10,100 shares — an estimated $312K sold.

Envestnet Asset Management first reported a position in OLD in Q3 2019 and held it in 1 quarter. The position peaked at $312K in Q3 2019. 23 funds tracked by Wall St. Rank hold OLD as of Q4 2019.

  • Envestnet Asset Management reported no remaining The Long-Term Care ETF position as of Q4 2019 after selling out during the quarter.
  • Envestnet Asset Management sold 10,100 The Long-Term Care ETF shares in Q4 2019, an estimated $312K.
  • Envestnet Asset Management first reported a position in The Long-Term Care ETF in Q3 2019 and held it in 1 quarter.
  • Envestnet Asset Management's The Long-Term Care ETF position peaked at $312K in Q3 2019.
  • 23 funds tracked by Wall St. Rank held The Long-Term Care ETF as of Q4 2019.

Based on Envestnet Asset Management's 13F filing for Q4 2019, filed 11 Feb 2020.