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Financial Advocates Investment Management’s Davis Select Financial ETF DFNL Stock Holding History

Financial Advocates Investment Management’s Portfolio DFNL Stock Details DFNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-2,050
Closed -$49K – 491
2017
Q4 		$49K Buy
+2,050
New +$47.9K 0.01% 479

Other funds holding DFNL

DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Financial Advocates Investment Management's DFNL Position: Q1 2018 in Review

Financial Advocates Investment Management sold out of Davis Select Financial ETF (DFNL) in Q1 2018, closing a stake of 2,050 shares — an estimated $49K sold.

Financial Advocates Investment Management first reported a position in DFNL in Q4 2017 and held it in 1 quarter. The position peaked at $49K in Q4 2017. 30 funds tracked by Wall St. Rank hold DFNL as of Q1 2018.

  • Financial Advocates Investment Management reported no remaining Davis Select Financial ETF position as of Q1 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,050 Davis Select Financial ETF shares in Q1 2018, an estimated $49K.
  • Financial Advocates Investment Management first reported a position in Davis Select Financial ETF in Q4 2017 and held it in 1 quarter.
  • Financial Advocates Investment Management's Davis Select Financial ETF position peaked at $49K in Q4 2017.
  • 30 funds tracked by Wall St. Rank held Davis Select Financial ETF as of Q1 2018.

Based on Financial Advocates Investment Management's 13F filing for Q1 2018, filed 11 May 2018.