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Niemann Capital Management’s Overlay Shares Large Cap Equity ETF OVL Stock Holding History

Niemann Capital Management’s Portfolio OVL Stock Details OVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-17,836
Closed -$470K – 26
2020
Q2 		$470K Buy
+17,836
New +$440K 0.61% 26

Other funds holding OVL

AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Niemann Capital Management's OVL Position: Q3 2020 in Review

Niemann Capital Management sold out of Overlay Shares Large Cap Equity ETF (OVL) in Q3 2020, closing a stake of 17,836 shares — an estimated $470K sold.

Niemann Capital Management first reported a position in OVL in Q2 2020 and held it in 1 quarter. The position peaked at $470K in Q2 2020. 11 funds tracked by Wall St. Rank hold OVL as of Q3 2020.

  • Niemann Capital Management reported no remaining Overlay Shares Large Cap Equity ETF position as of Q3 2020 after selling out during the quarter.
  • Niemann Capital Management sold 17,836 Overlay Shares Large Cap Equity ETF shares in Q3 2020, an estimated $470K.
  • Niemann Capital Management first reported a position in Overlay Shares Large Cap Equity ETF in Q2 2020 and held it in 1 quarter.
  • Niemann Capital Management's Overlay Shares Large Cap Equity ETF position peaked at $470K in Q2 2020.
  • 11 funds tracked by Wall St. Rank held Overlay Shares Large Cap Equity ETF as of Q3 2020.

Based on Niemann Capital Management's 13F filing for Q3 2020, filed 10 Nov 2020.