Equitable Trust’s VanEck Long/Flat Trend ETF LFEQ Stock Holding History

Equitable Trust’s Portfolio LFEQ Stock Details LFEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-187,416	Closed	-$5.64M	–	321
2019 Q4	$5.64M	Buy	187,416 +82,835	+79%	+$2.4M	0.55%	55
2019 Q3	$2.93M	Buy	104,581 +14,585	+16%	+$405K	0.31%	79
2019 Q2	$2.48M	Buy	+89,996	New	+$2.43M	0.26%	96

Other funds holding LFEQ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Equitable Trust's LFEQ Position: Q1 2020 in Review

Equitable Trust sold out of VanEck Long/Flat Trend ETF (LFEQ) in Q1 2020, closing a stake of 187,416 shares — an estimated $5.64M sold.

Equitable Trust first reported a position in LFEQ in Q2 2019 and held it in 3 quarters. The position peaked at $5.64M in Q4 2019. 21 funds tracked by Wall St. Rank hold LFEQ as of Q1 2020.

Equitable Trust reported no remaining VanEck Long/Flat Trend ETF position as of Q1 2020 after selling out during the quarter.
Equitable Trust sold 187,416 VanEck Long/Flat Trend ETF shares in Q1 2020, an estimated $5.64M.
Equitable Trust first reported a position in VanEck Long/Flat Trend ETF in Q2 2019 and held it in 3 quarters.
Equitable Trust's VanEck Long/Flat Trend ETF position peaked at $5.64M in Q4 2019.
21 funds tracked by Wall St. Rank held VanEck Long/Flat Trend ETF as of Q1 2020.

Based on Equitable Trust's 13F filing for Q1 2020, filed 21 May 2020.