FANJ
SMHD

Financial Architects (New Jersey)’s ETRACS Monthly Pay 2xLeveraged US Small Cap High Dividend ETN SMHD Stock Holding History

Financial Architects (New Jersey)’s Portfolio SMHD Stock Details SMHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-100
Closed -$2K – 1560
2018
Q2 		$2K Hold
100
– – ﹤0.01% 1228
2018
Q1 		$2K Hold
100
– – ﹤0.01% 1335
2017
Q4 		$2K Hold
100
– – ﹤0.01% 1429
2017
Q3 		$2K Hold
100
– – ﹤0.01% 1429
2017
Q2 		$2K Hold
100
– – ﹤0.01% 1456
2017
Q1 		$2K Hold
100
– – ﹤0.01% 1484
2016
Q4 		$2K Sell
100
-100
-50% -$2K ﹤0.01% 1318
2016
Q3 		$4K Hold
200
– – ﹤0.01% 1225
2016
Q2 		$3K Buy
+200
New +$3.22K ﹤0.01% 1257

Other funds holding SMHD

CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

Financial Architects (New Jersey)'s SMHD Position: Q3 2018 in Review

Financial Architects (New Jersey) sold out of ETRACS Monthly Pay 2xLeveraged US Small Cap High Dividend ETN (SMHD) in Q3 2018, closing a stake of 100 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in SMHD in Q2 2016 and held it in 9 quarters. The position peaked at $4K in Q3 2016. 3 funds tracked by Wall St. Rank hold SMHD as of Q3 2018.

  • Financial Architects (New Jersey) reported no remaining ETRACS Monthly Pay 2xLeveraged US Small Cap High Dividend ETN position as of Q3 2018 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 100 ETRACS Monthly Pay 2xLeveraged US Small Cap High Dividend ETN shares in Q3 2018, an estimated $2K.
  • Financial Architects (New Jersey) first reported a position in ETRACS Monthly Pay 2xLeveraged US Small Cap High Dividend ETN in Q2 2016 and held it in 9 quarters.
  • Financial Architects (New Jersey)'s ETRACS Monthly Pay 2xLeveraged US Small Cap High Dividend ETN position peaked at $4K in Q3 2016.
  • 3 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged US Small Cap High Dividend ETN as of Q3 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2018, filed 29 Oct 2018.