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MKD Wealth Coaches’s NYLIM Hedge Multi-Strategy Tracker ETF QAI Stock Holding History

MKD Wealth Coaches’s Portfolio QAI Stock Details QAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,898
Closed -$88K – 162
2019
Q2 		$88K Buy
2,898
+2
+0.1% +$60 0.08% 70
2019
Q1 		$87K Sell
2,896
-1,168
-29% -$34.7K 0.09% 70
2018
Q4 		$117K Buy
+4,064
New +$121K 0.14% 62

Other funds holding QAI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PA
Paracle Advisors Mercer Island, Washington $551M AUM 50.34% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return

MKD Wealth Coaches's QAI Position: Q3 2019 in Review

MKD Wealth Coaches sold out of NYLIM Hedge Multi-Strategy Tracker ETF (QAI) in Q3 2019, closing a stake of 2,898 shares — an estimated $88K sold.

MKD Wealth Coaches first reported a position in QAI in Q4 2018 and held it in 3 quarters. The position peaked at $117K in Q4 2018. 104 funds tracked by Wall St. Rank hold QAI as of Q3 2019.

  • MKD Wealth Coaches reported no remaining NYLIM Hedge Multi-Strategy Tracker ETF position as of Q3 2019 after selling out during the quarter.
  • MKD Wealth Coaches sold 2,898 NYLIM Hedge Multi-Strategy Tracker ETF shares in Q3 2019, an estimated $88K.
  • MKD Wealth Coaches first reported a position in NYLIM Hedge Multi-Strategy Tracker ETF in Q4 2018 and held it in 3 quarters.
  • MKD Wealth Coaches's NYLIM Hedge Multi-Strategy Tracker ETF position peaked at $117K in Q4 2018.
  • 104 funds tracked by Wall St. Rank held NYLIM Hedge Multi-Strategy Tracker ETF as of Q3 2019.

Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.