Gradient Investments
MNA icon

Gradient Investments’s NYLIM Merger Arbitrage ETF MNA Stock Holding History

Gradient Investments’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
2017
Q2 		– Sell
-491
Closed -$15K – 872
2017
Q1 		$15K Buy
491
+452
+1,159% +$13.4K ﹤0.01% 447
2016
Q4 		$1K Buy
+39
New +$1.13K ﹤0.01% 684

Other funds holding MNA

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return
BOS
Bank of Stockton Stockton, California $356M AUM 42.85% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Clark Capital Management Group
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return

Gradient Investments's MNA Position: Q2 2017 in Review

Gradient Investments sold out of NYLIM Merger Arbitrage ETF (MNA) in Q2 2017, closing a stake of 491 shares — an estimated $15K sold.

Gradient Investments first reported a position in MNA in Q4 2016 and held it in 2 quarters. The position peaked at $15K in Q1 2017. 53 funds tracked by Wall St. Rank hold MNA as of Q2 2017.

  • Gradient Investments reported no remaining NYLIM Merger Arbitrage ETF position as of Q2 2017 after selling out during the quarter.
  • Gradient Investments sold 491 NYLIM Merger Arbitrage ETF shares in Q2 2017, an estimated $15K.
  • Gradient Investments first reported a position in NYLIM Merger Arbitrage ETF in Q4 2016 and held it in 2 quarters.
  • Gradient Investments's NYLIM Merger Arbitrage ETF position peaked at $15K in Q1 2017.
  • 53 funds tracked by Wall St. Rank held NYLIM Merger Arbitrage ETF as of Q2 2017.

Based on Gradient Investments's 13F filing for Q2 2017, filed 19 Jul 2017.