OIA
ROOF

OneDigital Investment Advisors’s NYLI CBRE NextGen Real Estate ETF ROOF Stock Holding History

OneDigital Investment Advisors’s Portfolio ROOF Stock Details ROOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-156
Closed -$4K – 1186
2017
Q2 		$4K Buy
+156
New +$4.23K ﹤0.01% 1102

Other funds holding ROOF

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CP
Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

OneDigital Investment Advisors's ROOF Position: Q3 2017 in Review

OneDigital Investment Advisors sold out of NYLI CBRE NextGen Real Estate ETF (ROOF) in Q3 2017, closing a stake of 156 shares — an estimated $4K sold.

OneDigital Investment Advisors first reported a position in ROOF in Q2 2017 and held it in 1 quarter. The position peaked at $4K in Q2 2017. 32 funds tracked by Wall St. Rank hold ROOF as of Q3 2017.

  • OneDigital Investment Advisors reported no remaining NYLI CBRE NextGen Real Estate ETF position as of Q3 2017 after selling out during the quarter.
  • OneDigital Investment Advisors sold 156 NYLI CBRE NextGen Real Estate ETF shares in Q3 2017, an estimated $4K.
  • OneDigital Investment Advisors first reported a position in NYLI CBRE NextGen Real Estate ETF in Q2 2017 and held it in 1 quarter.
  • OneDigital Investment Advisors's NYLI CBRE NextGen Real Estate ETF position peaked at $4K in Q2 2017.
  • 32 funds tracked by Wall St. Rank held NYLI CBRE NextGen Real Estate ETF as of Q3 2017.

Based on OneDigital Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.