GRP
HECO

Global Retirement Partners’s Strategy Shares EcoLogical Strategy ETF HECO Stock Holding History

Global Retirement Partners’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
2017
Q4 		– Sell
-300
Closed -$13K – 1480
2017
Q3 		$13K Hold
300
– – 0.01% 756
2017
Q2 		$12K Hold
300
– – 0.01% 747
2017
Q1 		$11K Hold
300
– – 0.01% 730
2016
Q4 		$11K Buy
+300
New +$11.6K 0.01% 675

Other funds holding HECO

RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
CA
Calton & Associates Tampa, Florida $696M AUM 18.3% 1-Year Est. Return

Global Retirement Partners's HECO Position: Q4 2017 in Review

Global Retirement Partners sold out of Strategy Shares EcoLogical Strategy ETF (HECO) in Q4 2017, closing a stake of 300 shares — an estimated $13K sold.

Global Retirement Partners first reported a position in HECO in Q4 2016 and held it in 4 quarters. The position peaked at $13K in Q3 2017. 11 funds tracked by Wall St. Rank hold HECO as of Q4 2017.

  • Global Retirement Partners reported no remaining Strategy Shares EcoLogical Strategy ETF position as of Q4 2017 after selling out during the quarter.
  • Global Retirement Partners sold 300 Strategy Shares EcoLogical Strategy ETF shares in Q4 2017, an estimated $13K.
  • Global Retirement Partners first reported a position in Strategy Shares EcoLogical Strategy ETF in Q4 2016 and held it in 4 quarters.
  • Global Retirement Partners's Strategy Shares EcoLogical Strategy ETF position peaked at $13K in Q3 2017.
  • 11 funds tracked by Wall St. Rank held Strategy Shares EcoLogical Strategy ETF as of Q4 2017.

Based on Global Retirement Partners's 13F filing for Q4 2017, filed 13 Aug 2018.