IHT Wealth Management’s Adamas Trust ADAM Stock Holding History

IHT Wealth Management’s Portfolio ADAM Stock Details ADAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-1,100	Closed	-$26K	–	1046
2018 Q1	$26K	Hold	1,100	–	–	0.01%	892
2017 Q4	$27K	Buy	+1,100	New	+$27.6K	0.01%	901

Other funds holding ADAM

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GXMC

Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

IHT Wealth Management's ADAM Position: Q2 2018 in Review

IHT Wealth Management sold out of Adamas Trust (ADAM) in Q2 2018, closing a stake of 1,100 shares — an estimated $26K sold.

IHT Wealth Management first reported a position in ADAM in Q4 2017 and held it in 2 quarters. The position peaked at $27K in Q4 2017. 157 funds tracked by Wall St. Rank hold ADAM as of Q2 2018.

IHT Wealth Management reported no remaining Adamas Trust position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 1,100 Adamas Trust shares in Q2 2018, an estimated $26K.
IHT Wealth Management first reported a position in Adamas Trust in Q4 2017 and held it in 2 quarters.
IHT Wealth Management's Adamas Trust position peaked at $27K in Q4 2017.
157 funds tracked by Wall St. Rank held Adamas Trust as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.