Northwest Wealth Management’s Global X Uranium ETF URA Stock Holding History

Northwest Wealth Management’s Portfolio URA Stock Details URA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-375	Closed	-$5K	–	445
2019 Q1	$5K	Hold	375	–	–	﹤0.01%	414
2018 Q4	$4K	Buy	+375	New	+$4.67K	﹤0.01%	419

Other funds holding URA

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

LTFS

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

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

Northwest Wealth Management's URA Position: Q2 2019 in Review

Northwest Wealth Management sold out of Global X Uranium ETF (URA) in Q2 2019, closing a stake of 375 shares — an estimated $5K sold.

Northwest Wealth Management first reported a position in URA in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 39 funds tracked by Wall St. Rank hold URA as of Q2 2019.

Northwest Wealth Management reported no remaining Global X Uranium ETF position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 375 Global X Uranium ETF shares in Q2 2019, an estimated $5K.
Northwest Wealth Management first reported a position in Global X Uranium ETF in Q4 2018 and held it in 2 quarters.
Northwest Wealth Management's Global X Uranium ETF position peaked at $5K in Q1 2019.
39 funds tracked by Wall St. Rank held Global X Uranium ETF as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.