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Gradient Investments’s IQ ARB 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 $1.66T AUM 25.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
BOS
Bank of Stockton Stockton, California $323M AUM 22.34% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 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 $488M AUM 14.36% 1-Year Est. Return

Gradient Investments's MNA Position: Q2 2017 in Review

Gradient Investments sold out of IQ ARB 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 IQ ARB Merger Arbitrage ETF position as of Q2 2017 after selling out during the quarter.
  • Gradient Investments sold 491 IQ ARB Merger Arbitrage ETF shares in Q2 2017, an estimated $15K.
  • Gradient Investments first reported a position in IQ ARB Merger Arbitrage ETF in Q4 2016 and held it in 2 quarters.
  • Gradient Investments's IQ ARB Merger Arbitrage ETF position peaked at $15K in Q1 2017.
  • 53 funds tracked by Wall St. Rank held IQ ARB Merger Arbitrage ETF as of Q2 2017.

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