Jim Simons
ECT

Jim Simons’s ECA Marcellus Trust 1 Interest ECT Stock Holding History

Jim Simons’s Portfolio ECT Stock Details ECT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-41,362
Closed -$77K – 3737
2018
Q3 		$77K Sell
41,362
-28,251
-41% -$54.1K ﹤0.01% 3259
2018
Q2 		$146K Buy
69,613
+10,699
+18% +$20K ﹤0.01% 3110
2018
Q1 		$102K Sell
58,914
-36,185
-38% -$76K ﹤0.01% 3259
2017
Q4 		$204K Buy
95,099
+27,686
+41% +$62.9K ﹤0.01% 3131
2017
Q3 		$148K Buy
67,413
+33,750
+100% +$75K ﹤0.01% 3052
2017
Q2 		$71K Sell
33,663
-22,810
-40% -$47.7K ﹤0.01% 3106
2017
Q1 		$121K Sell
56,473
-38,541
-41% -$91.8K ﹤0.01% 3062
2016
Q4 		$204K Buy
95,014
+76,836
+423% +$170K ﹤0.01% 2999
2016
Q3 		$40K Buy
+18,178
New +$38.7K ﹤0.01% 3268
2014
Q3 		– Sell
-42,252
Closed -$312K – 3033
2014
Q2 		$312K Sell
42,252
-28,668
-40% -$227K ﹤0.01% 2469
2014
Q1 		$631K Buy
70,920
+39,428
+125% +$347K ﹤0.01% 2263
2013
Q4 		$242K Buy
31,492
+11,979
+61% +$103K ﹤0.01% 2566
2013
Q3 		$182K Buy
+19,513
New +$191K ﹤0.01% 2599

Other funds holding ECT

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 58.96% 1-Year Est. Return
VFA
Voya Financial Advisors Windsor, Connecticut $1B AUM 12.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jim Simons's ECT Position: Q4 2018 in Review

Jim Simons sold out of ECA Marcellus Trust 1 Interest (ECT) in Q4 2018, closing a stake of 41,362 shares — an estimated $77K sold.

Jim Simons first reported a position in ECT in Q3 2013 and held it in 13 quarters. The position peaked at $631K in Q1 2014. 27 funds tracked by Wall St. Rank hold ECT as of Q4 2018.

  • Jim Simons reported no remaining ECA Marcellus Trust 1 Interest position as of Q4 2018 after selling out during the quarter.
  • Jim Simons sold 41,362 ECA Marcellus Trust 1 Interest shares in Q4 2018, an estimated $77K.
  • Jim Simons first reported a position in ECA Marcellus Trust 1 Interest in Q3 2013 and held it in 13 quarters.
  • Jim Simons's ECA Marcellus Trust 1 Interest position peaked at $631K in Q1 2014.
  • 27 funds tracked by Wall St. Rank held ECA Marcellus Trust 1 Interest as of Q4 2018.

Based on Renaissance Technologies's 13F filing for Q4 2018, filed 13 Feb 2019.