MYCIO Wealth Partners’s VanEck Vectors Solar Energy ETF KWT Stock Holding History

MYCIO Wealth Partners’s Portfolio KWT Stock Details KWT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-44	Closed	-$2K	–	816
2016 Q3	$2K	Hold	44	–	–	﹤0.01%	787
2016 Q2	$2K	Hold	44	–	–	﹤0.01%	957
2016 Q1	$2K	Hold	44	–	–	﹤0.01%	748
2015 Q4	$3K	Hold	44	–	–	﹤0.01%	670
2015 Q3	$2K	Hold	44	–	–	﹤0.01%	778
2015 Q2	$3K	Hold	44	–	–	﹤0.01%	648
2015 Q1	$4K	Hold	44	–	–	﹤0.01%	575
2014 Q4	$3K	Hold	44	–	–	﹤0.01%	571
2014 Q3	$3K	Hold	44	–	–	﹤0.01%	563
2014 Q2	$4K	Hold	44	–	–	﹤0.01%	564
2014 Q1	$4K	Hold	44	–	–	﹤0.01%	560
2013 Q4	$3K	Hold	44	–	–	﹤0.01%	541
2013 Q3	$3K	Hold	44	–	–	﹤0.01%	487
2013 Q2	$2K	Buy	+44	New	+$1.98K	﹤0.01%	519

Other funds holding KWT

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

WEC

Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

MYCIO Wealth Partners's KWT Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of VanEck Vectors Solar Energy ETF (KWT) in Q4 2016, closing a stake of 44 shares — an estimated $2K sold.

MYCIO Wealth Partners first reported a position in KWT in Q2 2013 and held it in 14 quarters. The position peaked at $4K in Q1 2015. 16 funds tracked by Wall St. Rank hold KWT as of Q4 2016.

MYCIO Wealth Partners reported no remaining VanEck Vectors Solar Energy ETF position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 44 VanEck Vectors Solar Energy ETF shares in Q4 2016, an estimated $2K.
MYCIO Wealth Partners first reported a position in VanEck Vectors Solar Energy ETF in Q2 2013 and held it in 14 quarters.
MYCIO Wealth Partners's VanEck Vectors Solar Energy ETF position peaked at $4K in Q1 2015.
16 funds tracked by Wall St. Rank held VanEck Vectors Solar Energy ETF as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.