EWA
SHLD

Evolution Wealth Advisors’s Sears Holding Corporation SHLD Stock Holding History

Evolution Wealth Advisors’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,500
Closed – – 157
2018
Q4 		$0 Buy
+1,500
New +$821 ﹤0.01% 141

Other funds holding SHLD

SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Evolution Wealth Advisors's SHLD Position: Q1 2019 in Review

Evolution Wealth Advisors sold out of Sears Holding Corporation (SHLD) in Q1 2019, closing a stake of 1,500 shares.

Evolution Wealth Advisors first reported a position in SHLD in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 7 funds tracked by Wall St. Rank hold SHLD as of Q1 2019.

  • Evolution Wealth Advisors reported no remaining Sears Holding Corporation position as of Q1 2019 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,500 Sears Holding Corporation shares in Q1 2019.
  • Evolution Wealth Advisors first reported a position in Sears Holding Corporation in Q4 2018 and held it in 1 quarter.
  • Evolution Wealth Advisors's Sears Holding Corporation position peaked at $0 in Q4 2018.
  • 7 funds tracked by Wall St. Rank held Sears Holding Corporation as of Q1 2019.

Based on Evolution Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.