HighTower Advisors’s Barron's 400 ETF BFOR Stock Holding History

HighTower Advisors’s Portfolio BFOR Stock Details BFOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-43,052	Closed	-$460K	–	2236
2019 Q4	$460K	Sell	43,052 -1,220	-3%	-$12.6K	﹤0.01%	1486
2019 Q3	$439K	Sell	44,272 -54,216	-55%	-$537K	﹤0.01%	1584
2019 Q2	$995K	Buy	98,488 +9,200	+10%	+$92.6K	0.01%	1192
2019 Q1	$894K	Buy	89,288 +11,308	+15%	+$112K	0.01%	1186
2018 Q4	$690K	Buy	77,980 +728	+0.9%	+$7.24K	0.01%	1198
2018 Q3	$867K	Hold	77,252	–	–	0.01%	1197
2018 Q2	$838K	Sell	77,252 -6,332	-8%	-$67.7K	0.01%	1204
2018 Q1	$869K	Sell	83,584 -1,980	-2%	-$21K	0.01%	1144
2017 Q4	$887K	Buy	85,564 +448	+0.5%	+$4.55K	0.01%	1173
2017 Q3	$846K	Sell	85,116 -1,932	-2%	-$18.3K	0.01%	1183
2017 Q2	$822K	Buy	87,048 +652	+0.8%	+$6.06K	0.01%	1145
2017 Q1	$793K	Hold	86,396	–	–	0.01%	1131
2016 Q4	$758K	Buy	86,396 +2,900	+3%	+$24.2K	0.01%	1093
2016 Q3	$674K	Buy	83,496 +1,980	+2%	+$15.8K	0.01%	1085
2016 Q2	$620K	Buy	+81,516	New	+$618K	0.01%	1064

Other funds holding BFOR

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

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

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

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

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

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

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

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

HighTower Advisors's BFOR Position: Q1 2020 in Review

HighTower Advisors sold out of Barron's 400 ETF (BFOR) in Q1 2020, closing a stake of 43,052 shares — an estimated $460K sold.

HighTower Advisors first reported a position in BFOR in Q2 2016 and held it in 15 quarters. The position peaked at $995K in Q2 2019. 22 funds tracked by Wall St. Rank hold BFOR as of Q1 2020.

HighTower Advisors reported no remaining Barron's 400 ETF position as of Q1 2020 after selling out during the quarter.
HighTower Advisors sold 43,052 Barron's 400 ETF shares in Q1 2020, an estimated $460K.
HighTower Advisors first reported a position in Barron's 400 ETF in Q2 2016 and held it in 15 quarters.
HighTower Advisors's Barron's 400 ETF position peaked at $995K in Q2 2019.
22 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q1 2020.

Based on HighTower Advisors's 13F filing for Q1 2020, filed 21 May 2020.