Executive Wealth Management’s VanEck Low Carbon Energy ETF SMOG Stock Holding History

Executive Wealth Management’s Portfolio SMOG Stock Details SMOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-4,430	Closed	-$275K	–	938
2019 Q1	$275K	Sell	4,430 -155	-3%	-$9.44K	0.05%	132
2018 Q4	$250K	Buy	+4,585	New	+$257K	0.04%	135

Other funds holding SMOG

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Executive Wealth Management's SMOG Position: Q2 2019 in Review

Executive Wealth Management sold out of VanEck Low Carbon Energy ETF (SMOG) in Q2 2019, closing a stake of 4,430 shares — an estimated $275K sold.

Executive Wealth Management first reported a position in SMOG in Q4 2018 and held it in 2 quarters. The position peaked at $275K in Q1 2019. 49 funds tracked by Wall St. Rank hold SMOG as of Q2 2019.

Executive Wealth Management reported no remaining VanEck Low Carbon Energy ETF position as of Q2 2019 after selling out during the quarter.
Executive Wealth Management sold 4,430 VanEck Low Carbon Energy ETF shares in Q2 2019, an estimated $275K.
Executive Wealth Management first reported a position in VanEck Low Carbon Energy ETF in Q4 2018 and held it in 2 quarters.
Executive Wealth Management's VanEck Low Carbon Energy ETF position peaked at $275K in Q1 2019.
49 funds tracked by Wall St. Rank held VanEck Low Carbon Energy ETF as of Q2 2019.

Based on Executive Wealth Management's 13F filing for Q2 2019, filed 1 Aug 2019.