Howe & Rusling’s cbdMD YCBD Stock Holding History

Howe & Rusling’s Portfolio YCBD Stock Details YCBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2	Closed	-$1K	–	893
2019 Q4	$1K	Buy	2 +1	+100%	+$1.2K	﹤0.01%	799
2019 Q3	$2K	Hold	1	–	–	﹤0.01%	719
2019 Q2	$2K	Buy	+1	New	+$2.03K	﹤0.01%	694

Other funds holding YCBD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ZCA

Zeke Capital Advisors Berwyn, Pennsylvania $1.53B AUM 17.37% 1-Year Est. Return

AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

LWM

Lionsbridge Wealth Management Jacksonville Beach, Florida $99.5M AUM 25.42% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Howe & Rusling's YCBD Position: Q1 2020 in Review

Howe & Rusling sold out of cbdMD (YCBD) in Q1 2020, closing a stake of 2 shares — an estimated $1K sold.

Howe & Rusling first reported a position in YCBD in Q2 2019 and held it in 3 quarters. The position peaked at $2K in Q3 2019. 52 funds tracked by Wall St. Rank hold YCBD as of Q1 2020.

Howe & Rusling reported no remaining cbdMD position as of Q1 2020 after selling out during the quarter.
Howe & Rusling sold 2 cbdMD shares in Q1 2020, an estimated $1K.
Howe & Rusling first reported a position in cbdMD in Q2 2019 and held it in 3 quarters.
Howe & Rusling's cbdMD position peaked at $2K in Q3 2019.
52 funds tracked by Wall St. Rank held cbdMD as of Q1 2020.

Based on Howe & Rusling's 13F filing for Q1 2020, filed 14 May 2020.