Heartwood Wealth Advisors’s VanEck Natural Resources ETF HAP Stock Holding History

Heartwood Wealth Advisors’s Portfolio HAP Stock Details HAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-49,246	Closed	-$1.83M	–	71
2019 Q4	$1.83M	Buy	+49,246	New	+$1.78M	0.35%	37

Other funds holding HAP

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MWC

MKD Wealth Coaches Troy, Michigan $117M AUM 20.43% 1-Year Est. Return

Heartwood Wealth Advisors's HAP Position: Q1 2020 in Review

Heartwood Wealth Advisors sold out of VanEck Natural Resources ETF (HAP) in Q1 2020, closing a stake of 49,246 shares — an estimated $1.83M sold.

Heartwood Wealth Advisors first reported a position in HAP in Q4 2019 and held it in 1 quarter. The position peaked at $1.83M in Q4 2019. 23 funds tracked by Wall St. Rank hold HAP as of Q1 2020.

Heartwood Wealth Advisors reported no remaining VanEck Natural Resources ETF position as of Q1 2020 after selling out during the quarter.
Heartwood Wealth Advisors sold 49,246 VanEck Natural Resources ETF shares in Q1 2020, an estimated $1.83M.
Heartwood Wealth Advisors first reported a position in VanEck Natural Resources ETF in Q4 2019 and held it in 1 quarter.
Heartwood Wealth Advisors's VanEck Natural Resources ETF position peaked at $1.83M in Q4 2019.
23 funds tracked by Wall St. Rank held VanEck Natural Resources ETF as of Q1 2020.

Based on Heartwood Wealth Advisors's 13F filing for Q1 2020, filed 4 May 2020.