FAIM
ROOF

Financial Advocates Investment Management’s NYLI CBRE NextGen Real Estate ETF ROOF Stock Holding History

Financial Advocates Investment Management’s Portfolio ROOF Stock Details ROOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-8,094
Closed -$213K – 550
2017
Q4 		$213K Buy
+8,094
New +$219K 0.03% 444

Other funds holding ROOF

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Financial Advocates Investment Management sold out of NYLI CBRE NextGen Real Estate ETF (ROOF) in Q1 2018, closing a stake of 8,094 shares — an estimated $213K sold.

Financial Advocates Investment Management first reported a position in ROOF in Q4 2017 and held it in 1 quarter. The position peaked at $213K in Q4 2017. 37 funds tracked by Wall St. Rank hold ROOF as of Q1 2018.

  • Financial Advocates Investment Management reported no remaining NYLI CBRE NextGen Real Estate ETF position as of Q1 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 8,094 NYLI CBRE NextGen Real Estate ETF shares in Q1 2018, an estimated $213K.
  • Financial Advocates Investment Management first reported a position in NYLI CBRE NextGen Real Estate ETF in Q4 2017 and held it in 1 quarter.
  • Financial Advocates Investment Management's NYLI CBRE NextGen Real Estate ETF position peaked at $213K in Q4 2017.
  • 37 funds tracked by Wall St. Rank held NYLI CBRE NextGen Real Estate ETF as of Q1 2018.

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