EAM
SCIU

Evanson Asset Management’s Global X Scientific Beta US ETF SCIU Stock Holding History

Evanson Asset Management’s Portfolio SCIU Stock Details SCIU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-12,240
Closed -$387K – 256
2018
Q2 		$387K Buy
+12,240
New +$384K 0.08% 161

Other funds holding SCIU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
MP
Manifold Partners San Francisco, California $10.4M AUM 5.49% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
OA
Opes Advisors Cupertino, California $140M AUM 7.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Evanson Asset Management's SCIU Position: Q3 2018 in Review

Evanson Asset Management sold out of Global X Scientific Beta US ETF (SCIU) in Q3 2018, closing a stake of 12,240 shares — an estimated $387K sold.

Evanson Asset Management first reported a position in SCIU in Q2 2018 and held it in 1 quarter. The position peaked at $387K in Q2 2018. 24 funds tracked by Wall St. Rank hold SCIU as of Q3 2018.

  • Evanson Asset Management reported no remaining Global X Scientific Beta US ETF position as of Q3 2018 after selling out during the quarter.
  • Evanson Asset Management sold 12,240 Global X Scientific Beta US ETF shares in Q3 2018, an estimated $387K.
  • Evanson Asset Management first reported a position in Global X Scientific Beta US ETF in Q2 2018 and held it in 1 quarter.
  • Evanson Asset Management's Global X Scientific Beta US ETF position peaked at $387K in Q2 2018.
  • 24 funds tracked by Wall St. Rank held Global X Scientific Beta US ETF as of Q3 2018.

Based on Evanson Asset Management's 13F filing for Q3 2018, filed 10 Oct 2018.