Essex Financial Services’s Arrow Dow Jones Global Yield ETF GYLD Stock Holding History

Essex Financial Services’s Portfolio GYLD Stock Details GYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-20,190	Closed	-$345K	–	303
2018 Q1	$345K	Buy	+20,190	New	+$363K	0.07%	242
2017 Q3	–	Sell	-18,015	Closed	-$330K	–	301
2017 Q2	$330K	Buy	18,015 +3,800	+27%	+$70.2K	0.07%	251
2017 Q1	$266K	Buy	+14,215	New	+$268K	0.06%	264

Other funds holding GYLD

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

RJA

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Essex Financial Services's GYLD Position: Q2 2018 in Review

Essex Financial Services sold out of Arrow Dow Jones Global Yield ETF (GYLD) in Q2 2018, closing a stake of 20,190 shares — an estimated $345K sold.

Essex Financial Services first reported a position in GYLD in Q1 2017 and held it in 3 quarters. The position peaked at $345K in Q1 2018. 37 funds tracked by Wall St. Rank hold GYLD as of Q2 2018.

Essex Financial Services reported no remaining Arrow Dow Jones Global Yield ETF position as of Q2 2018 after selling out during the quarter.
Essex Financial Services sold 20,190 Arrow Dow Jones Global Yield ETF shares in Q2 2018, an estimated $345K.
Essex Financial Services first reported a position in Arrow Dow Jones Global Yield ETF in Q1 2017 and held it in 3 quarters.
Essex Financial Services's Arrow Dow Jones Global Yield ETF position peaked at $345K in Q1 2018.
37 funds tracked by Wall St. Rank held Arrow Dow Jones Global Yield ETF as of Q2 2018.

Based on Essex Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.