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Howard Financial Services’s Davis Select US Equity ETF DUSA Stock Holding History

Howard Financial Services’s Portfolio DUSA Stock Details DUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-20,000
Closed -$517K – 109
2019
Q4 		$517K Hold
20,000
– – 0.32% 46
2019
Q3 		$477K Hold
20,000
– – 0.32% 47
2019
Q2 		$468K Buy
+20,000
New +$465K 0.32% 52

Other funds holding DUSA

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Howard Financial Services's DUSA Position: Q1 2020 in Review

Howard Financial Services sold out of Davis Select US Equity ETF (DUSA) in Q1 2020, closing a stake of 20,000 shares — an estimated $517K sold.

Howard Financial Services first reported a position in DUSA in Q2 2019 and held it in 3 quarters. The position peaked at $517K in Q4 2019. 31 funds tracked by Wall St. Rank hold DUSA as of Q1 2020.

  • Howard Financial Services reported no remaining Davis Select US Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Howard Financial Services sold 20,000 Davis Select US Equity ETF shares in Q1 2020, an estimated $517K.
  • Howard Financial Services first reported a position in Davis Select US Equity ETF in Q2 2019 and held it in 3 quarters.
  • Howard Financial Services's Davis Select US Equity ETF position peaked at $517K in Q4 2019.
  • 31 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q1 2020.

Based on Howard Financial Services's 13F filing for Q1 2020, filed 5 May 2020.