FHA
HECO

Flagship Harbor Advisors’s Strategy Shares EcoLogical Strategy ETF HECO Stock Holding History

Flagship Harbor Advisors’s Portfolio HECO Stock Details HECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-205
Closed -$8K – 2006
2018
Q4 		$8K Sell
205
-200
-49% -$8.33K ﹤0.01% 1327
2018
Q3 		$18K Hold
405
– – ﹤0.01% 1165
2018
Q2 		$16K Buy
+405
New +$16.8K ﹤0.01% 1200

Other funds holding HECO

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Flagship Harbor Advisors's HECO Position: Q1 2019 in Review

Flagship Harbor Advisors sold out of Strategy Shares EcoLogical Strategy ETF (HECO) in Q1 2019, closing a stake of 205 shares — an estimated $8K sold.

Flagship Harbor Advisors first reported a position in HECO in Q2 2018 and held it in 3 quarters. The position peaked at $18K in Q3 2018. 15 funds tracked by Wall St. Rank hold HECO as of Q1 2019.

  • Flagship Harbor Advisors reported no remaining Strategy Shares EcoLogical Strategy ETF position as of Q1 2019 after selling out during the quarter.
  • Flagship Harbor Advisors sold 205 Strategy Shares EcoLogical Strategy ETF shares in Q1 2019, an estimated $8K.
  • Flagship Harbor Advisors first reported a position in Strategy Shares EcoLogical Strategy ETF in Q2 2018 and held it in 3 quarters.
  • Flagship Harbor Advisors's Strategy Shares EcoLogical Strategy ETF position peaked at $18K in Q3 2018.
  • 15 funds tracked by Wall St. Rank held Strategy Shares EcoLogical Strategy ETF as of Q1 2019.

Based on Flagship Harbor Advisors's 13F filing for Q1 2019, filed 15 Apr 2019.