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Oak Grove Capital’s Global X FinTech ETF FINX Stock Holding History

Oak Grove Capital’s Portfolio FINX Stock Details FINX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-9,000
Closed -$259K – 94
2018
Q3 		$259K Buy
9,000
+3,000
+50% +$83.4K 0.22% 47
2018
Q2 		$156K Buy
+6,000
New +$150K 0.16% 48

Other funds holding FINX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Oak Grove Capital's FINX Position: Q4 2018 in Review

Oak Grove Capital sold out of Global X FinTech ETF (FINX) in Q4 2018, closing a stake of 9,000 shares — an estimated $259K sold.

Oak Grove Capital first reported a position in FINX in Q2 2018 and held it in 2 quarters. The position peaked at $259K in Q3 2018. 39 funds tracked by Wall St. Rank hold FINX as of Q4 2018.

  • Oak Grove Capital reported no remaining Global X FinTech ETF position as of Q4 2018 after selling out during the quarter.
  • Oak Grove Capital sold 9,000 Global X FinTech ETF shares in Q4 2018, an estimated $259K.
  • Oak Grove Capital first reported a position in Global X FinTech ETF in Q2 2018 and held it in 2 quarters.
  • Oak Grove Capital's Global X FinTech ETF position peaked at $259K in Q3 2018.
  • 39 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2018.

Based on Oak Grove Capital's 13F filing for Q4 2018, filed 15 Feb 2019.