GRP
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Global Retirement Partners’s ClearShares OCIO ETF OCIO Stock Holding History

Global Retirement Partners’s Portfolio OCIO Stock Details OCIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-200
Closed -$6K – 2888
2022
Q2 		$6K Buy
+200
New +$5.93K ﹤0.01% 1834

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BIP
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Janney Montgomery Scott
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AWS
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Global Retirement Partners's OCIO Position: Q3 2022 in Review

Global Retirement Partners sold out of ClearShares OCIO ETF (OCIO) in Q3 2022, closing a stake of 200 shares — an estimated $6K sold.

Global Retirement Partners first reported a position in OCIO in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 6 funds tracked by Wall St. Rank hold OCIO as of Q3 2022.

  • Global Retirement Partners reported no remaining ClearShares OCIO ETF position as of Q3 2022 after selling out during the quarter.
  • Global Retirement Partners sold 200 ClearShares OCIO ETF shares in Q3 2022, an estimated $6K.
  • Global Retirement Partners first reported a position in ClearShares OCIO ETF in Q2 2022 and held it in 1 quarter.
  • Global Retirement Partners's ClearShares OCIO ETF position peaked at $6K in Q2 2022.
  • 6 funds tracked by Wall St. Rank held ClearShares OCIO ETF as of Q3 2022.

Based on Global Retirement Partners's 13F filing for Q3 2022, filed 3 Nov 2022.