GVAG
AAVM

Great Valley Advisor Group’s EA Series Trust Alpha Architect Global Factor Equity ETF AAVM Stock Holding History

Great Valley Advisor Group’s Portfolio AAVM Stock Details AAVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-27,776
Closed -$688K – 344
2019
Q1 		$688K Buy
+27,776
New +$690K 0.22% 129

Other funds holding AAVM

EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Great Valley Advisor Group's AAVM Position: Q2 2019 in Review

Great Valley Advisor Group sold out of EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) in Q2 2019, closing a stake of 27,776 shares — an estimated $688K sold.

Great Valley Advisor Group first reported a position in AAVM in Q1 2019 and held it in 1 quarter. The position peaked at $688K in Q1 2019. 14 funds tracked by Wall St. Rank hold AAVM as of Q2 2019.

  • Great Valley Advisor Group reported no remaining EA Series Trust Alpha Architect Global Factor Equity ETF position as of Q2 2019 after selling out during the quarter.
  • Great Valley Advisor Group sold 27,776 EA Series Trust Alpha Architect Global Factor Equity ETF shares in Q2 2019, an estimated $688K.
  • Great Valley Advisor Group first reported a position in EA Series Trust Alpha Architect Global Factor Equity ETF in Q1 2019 and held it in 1 quarter.
  • Great Valley Advisor Group's EA Series Trust Alpha Architect Global Factor Equity ETF position peaked at $688K in Q1 2019.
  • 14 funds tracked by Wall St. Rank held EA Series Trust Alpha Architect Global Factor Equity ETF as of Q2 2019.

Based on Great Valley Advisor Group's 13F filing for Q2 2019, filed 30 Jul 2019.