GWMIA
MNA icon

Global Wealth Management Investment Advisory’s IQ ARB Merger Arbitrage ETF MNA Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio MNA Stock Details MNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-150
Closed -$5K – 733
2018
Q4 		$5K Buy
+150
New +$4.76K ﹤0.01% 487

Other funds holding MNA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Global Wealth Management Investment Advisory's MNA Position: Q1 2019 in Review

Global Wealth Management Investment Advisory sold out of IQ ARB Merger Arbitrage ETF (MNA) in Q1 2019, closing a stake of 150 shares — an estimated $5K sold.

Global Wealth Management Investment Advisory first reported a position in MNA in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 124 funds tracked by Wall St. Rank hold MNA as of Q1 2019.

  • Global Wealth Management Investment Advisory reported no remaining IQ ARB Merger Arbitrage ETF position as of Q1 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 150 IQ ARB Merger Arbitrage ETF shares in Q1 2019, an estimated $5K.
  • Global Wealth Management Investment Advisory first reported a position in IQ ARB Merger Arbitrage ETF in Q4 2018 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's IQ ARB Merger Arbitrage ETF position peaked at $5K in Q4 2018.
  • 124 funds tracked by Wall St. Rank held IQ ARB Merger Arbitrage ETF as of Q1 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2019, filed 10 May 2019.