Janney Montgomery Scott
CSML

Janney Montgomery Scott’s IndexIQ ETF Trust IQ U.S. Small Cap ETF CSML Stock Holding History

Janney Montgomery Scott’s Portfolio CSML Stock Details CSML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-92,073
Closed -$2.6M – 2084
2018
Q3 		$2.6M Buy
92,073
+21,870
+31% +$635K 0.02% 614
2018
Q2 		$2.01M Buy
70,203
+11,066
+19% +$313K 0.02% 672
2018
Q1 		$1.61M Buy
59,137
+1,948
+3% +$55K 0.02% 758
2017
Q4 		$1.6M Buy
+57,189
New +$1.58M 0.02% 740

Other funds holding CSML

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Janney Montgomery Scott's CSML Position: Q4 2018 in Review

Janney Montgomery Scott sold out of IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) in Q4 2018, closing a stake of 92,073 shares — an estimated $2.6M sold.

Janney Montgomery Scott first reported a position in CSML in Q4 2017 and held it in 4 quarters. The position peaked at $2.6M in Q3 2018. 40 funds tracked by Wall St. Rank hold CSML as of Q4 2018.

  • Janney Montgomery Scott reported no remaining IndexIQ ETF Trust IQ U.S. Small Cap ETF position as of Q4 2018 after selling out during the quarter.
  • Janney Montgomery Scott sold 92,073 IndexIQ ETF Trust IQ U.S. Small Cap ETF shares in Q4 2018, an estimated $2.6M.
  • Janney Montgomery Scott first reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF in Q4 2017 and held it in 4 quarters.
  • Janney Montgomery Scott's IndexIQ ETF Trust IQ U.S. Small Cap ETF position peaked at $2.6M in Q3 2018.
  • 40 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Small Cap ETF as of Q4 2018.

Based on Janney Montgomery Scott's 13F filing for Q4 2018, filed 1 Feb 2019.