Glenmede Trust’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Glenmede Trust’s Portfolio EQL Stock Details EQL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-1,500	Closed	-$34K	–	2029
2018 Q1	$34K	Hold	1,500	–	–	﹤0.01%	1769
2017 Q4	$34K	Hold	1,500	–	–	﹤0.01%	1769
2017 Q3	$33K	Buy	+1,500	New	+$32.5K	﹤0.01%	1797

Other funds holding EQL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BWM

Bernicke Wealth Management Altoona, Wisconsin $135M AUM 4.61% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Glenmede Trust's EQL Position: Q2 2018 in Review

Glenmede Trust sold out of ALPS Equal Sector Weight ETF (EQL) in Q2 2018, closing a stake of 1,500 shares — an estimated $34K sold.

Glenmede Trust first reported a position in EQL in Q3 2017 and held it in 3 quarters. The position peaked at $34K in Q1 2018. 30 funds tracked by Wall St. Rank hold EQL as of Q2 2018.

Glenmede Trust reported no remaining ALPS Equal Sector Weight ETF position as of Q2 2018 after selling out during the quarter.
Glenmede Trust sold 1,500 ALPS Equal Sector Weight ETF shares in Q2 2018, an estimated $34K.
Glenmede Trust first reported a position in ALPS Equal Sector Weight ETF in Q3 2017 and held it in 3 quarters.
Glenmede Trust's ALPS Equal Sector Weight ETF position peaked at $34K in Q1 2018.
30 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q2 2018.

Based on Glenmede Trust's 13F filing for Q2 2018, filed 15 Aug 2018.