MPS Loria Financial Planners’s VanEck Low Carbon Energy ETF SMOG Stock Holding History

MPS Loria Financial Planners’s Portfolio SMOG Stock Details SMOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-343	Closed	-$20K	–	287
2017 Q2	$20K	Buy	+343	New	+$19.9K	0.01%	227

Other funds holding SMOG

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HPWM

Highland Private Wealth Management Bellevue, Washington $620M AUM 18.88% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MPS Loria Financial Planners's SMOG Position: Q3 2017 in Review

MPS Loria Financial Planners sold out of VanEck Low Carbon Energy ETF (SMOG) in Q3 2017, closing a stake of 343 shares — an estimated $20K sold.

MPS Loria Financial Planners first reported a position in SMOG in Q2 2017 and held it in 1 quarter. The position peaked at $20K in Q2 2017. 41 funds tracked by Wall St. Rank hold SMOG as of Q3 2017.

MPS Loria Financial Planners reported no remaining VanEck Low Carbon Energy ETF position as of Q3 2017 after selling out during the quarter.
MPS Loria Financial Planners sold 343 VanEck Low Carbon Energy ETF shares in Q3 2017, an estimated $20K.
MPS Loria Financial Planners first reported a position in VanEck Low Carbon Energy ETF in Q2 2017 and held it in 1 quarter.
MPS Loria Financial Planners's VanEck Low Carbon Energy ETF position peaked at $20K in Q2 2017.
41 funds tracked by Wall St. Rank held VanEck Low Carbon Energy ETF as of Q3 2017.

Based on MPS Loria Financial Planners's 13F filing for Q3 2017, filed 24 Oct 2017.