GI
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Gradient Investments’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History

Gradient Investments’s Portfolio DTRE Stock Details DTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-24
Closed -$1K – 512
2013
Q2 		$1K Buy
+24
New +$1.01K ﹤0.01% 397

Other funds holding DTRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SNC
Stifel Nicolaus & Co St Louis, Missouri $6.04B AUM

Gradient Investments's DTRE Position: Q3 2013 in Review

Gradient Investments sold out of First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) in Q3 2013, closing a stake of 24 shares — an estimated $1K sold.

Gradient Investments first reported a position in DTRE in Q2 2013 and held it in 1 quarter. The position peaked at $1K in Q2 2013. 26 funds tracked by Wall St. Rank hold DTRE as of Q3 2013.

  • Gradient Investments reported no remaining First Trust Alerian Disruptive Technology Real Estate ETF position as of Q3 2013 after selling out during the quarter.
  • Gradient Investments sold 24 First Trust Alerian Disruptive Technology Real Estate ETF shares in Q3 2013, an estimated $1K.
  • Gradient Investments first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q2 2013 and held it in 1 quarter.
  • Gradient Investments's First Trust Alerian Disruptive Technology Real Estate ETF position peaked at $1K in Q2 2013.
  • 26 funds tracked by Wall St. Rank held First Trust Alerian Disruptive Technology Real Estate ETF as of Q3 2013.

Based on Gradient Investments's 13F filing for Q3 2013, filed 15 Oct 2013.