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Nachman Norwood & Parrott’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History

Nachman Norwood & Parrott’s Portfolio DTRE Stock Details DTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-908
Closed -$35K – 467
2020
Q3 		$35K Buy
+908
New +$35.4K ﹤0.01% 516

Other funds holding DTRE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nachman Norwood & Parrott's DTRE Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) in Q4 2020, closing a stake of 908 shares — an estimated $35K sold.

Nachman Norwood & Parrott first reported a position in DTRE in Q3 2020 and held it in 1 quarter. The position peaked at $35K in Q3 2020. 21 funds tracked by Wall St. Rank hold DTRE as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining First Trust Alerian Disruptive Technology Real Estate ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 908 First Trust Alerian Disruptive Technology Real Estate ETF shares in Q4 2020, an estimated $35K.
  • Nachman Norwood & Parrott first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's First Trust Alerian Disruptive Technology Real Estate ETF position peaked at $35K in Q3 2020.
  • 21 funds tracked by Wall St. Rank held First Trust Alerian Disruptive Technology Real Estate ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.