JA
CSML

JOYN Advisors’s IndexIQ ETF Trust IQ U.S. Small Cap ETF CSML Stock Holding History

JOYN Advisors’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
Q3 		– Sell
-328
Closed -$9K – 1919
2018
Q2 		$9K Buy
+328
New +$9.28K ﹤0.01% 965

Other funds holding CSML

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

JOYN Advisors's CSML Position: Q3 2018 in Review

JOYN Advisors sold out of IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) in Q3 2018, closing a stake of 328 shares — an estimated $9K sold.

JOYN Advisors first reported a position in CSML in Q2 2018 and held it in 1 quarter. The position peaked at $9K in Q2 2018. 41 funds tracked by Wall St. Rank hold CSML as of Q3 2018.

  • JOYN Advisors reported no remaining IndexIQ ETF Trust IQ U.S. Small Cap ETF position as of Q3 2018 after selling out during the quarter.
  • JOYN Advisors sold 328 IndexIQ ETF Trust IQ U.S. Small Cap ETF shares in Q3 2018, an estimated $9K.
  • JOYN Advisors first reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF in Q2 2018 and held it in 1 quarter.
  • JOYN Advisors's IndexIQ ETF Trust IQ U.S. Small Cap ETF position peaked at $9K in Q2 2018.
  • 41 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Small Cap ETF as of Q3 2018.

Based on JOYN Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.