Gradient Investments’s VanEck Environmental Services ETF EVX Stock Holding History

Gradient Investments’s Portfolio EVX Stock Details EVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,240	Closed	-$26K	–	1131
2019 Q3	$26K	Sell	1,240 -5,680	-82%	-$117K	﹤0.01%	485
2019 Q2	$142K	Hold	6,920	–	–	0.01%	276
2019 Q1	$134K	Hold	6,920	–	–	0.01%	267
2018 Q4	$115K	Sell	6,920 -760	-10%	-$13.6K	0.01%	257
2018 Q3	$148K	Sell	7,680 -875	-10%	-$16.8K	0.01%	252
2018 Q2	$155K	Sell	8,555 -220	-3%	-$3.89K	0.01%	244
2018 Q1	$149K	Buy	8,775 +1,240	+16%	+$21.7K	0.01%	248
2017 Q4	$131K	Buy	+7,535	New	+$130K	0.01%	267
2017 Q3	–	Sell	-7,335	Closed	-$117K	–	377
2017 Q2	$117K	Buy	7,335 +800	+12%	+$12.5K	0.01%	245
2017 Q1	$101K	Buy	6,535 +5,110	+359%	+$78.1K	0.01%	260
2016 Q4	$22K	Buy	1,425 +160	+13%	+$2.34K	﹤0.01%	347
2016 Q3	$18K	Buy	+1,265	New	+$17.6K	﹤0.01%	365
2015 Q3	–	Sell	-140	Closed	-$2K	–	628
2015 Q2	$2K	Hold	140	–	–	﹤0.01%	521
2015 Q1	$2K	Hold	140	–	–	﹤0.01%	540
2014 Q4	$2K	Buy	+140	New	+$1.82K	﹤0.01%	483

Other funds holding EVX

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PSF

Pacific Sun Financial Los Angeles, California $206M AUM 17.72% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

QAM

Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

Gradient Investments's EVX Position: Q4 2019 in Review

Gradient Investments sold out of VanEck Environmental Services ETF (EVX) in Q4 2019, closing a stake of 1,240 shares — an estimated $26K sold.

Gradient Investments first reported a position in EVX in Q4 2014 and held it in 15 quarters. The position peaked at $155K in Q2 2018. 24 funds tracked by Wall St. Rank hold EVX as of Q4 2019.

Gradient Investments reported no remaining VanEck Environmental Services ETF position as of Q4 2019 after selling out during the quarter.
Gradient Investments sold 1,240 VanEck Environmental Services ETF shares in Q4 2019, an estimated $26K.
Gradient Investments first reported a position in VanEck Environmental Services ETF in Q4 2014 and held it in 15 quarters.
Gradient Investments's VanEck Environmental Services ETF position peaked at $155K in Q2 2018.
24 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q4 2019.

Based on Gradient Investments's 13F filing for Q4 2019, filed 15 Jan 2020.