Opes Advisors’s Global X Scientific Beta US ETF SCIU Stock Holding History

Opes Advisors’s Portfolio SCIU Stock Details SCIU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$7.28M	Sell	260,896 -32,984	-11%	-$1.02M	5.2%	7
2018 Q3	$9.73M	Sell	293,880 -5,953	-2%	-$194K	7.11%	5
2018 Q2	$9.48M	Sell	299,833 -6,476	-2%	-$203K	6.94%	5
2018 Q1	$9.46M	Buy	306,309 +5,828	+2%	+$183K	7.64%	4
2017 Q4	$9.29M	Buy	300,481 +12,414	+4%	+$378K	6.62%	4
2017 Q3	$8.52M	Buy	288,067 +2,812	+1%	+$81.7K	5.45%	5
2017 Q2	$8.29M	Buy	285,255 +14,960	+6%	+$423K	5.14%	5
2017 Q1	$7.51M	Buy	+270,295	New	+$7.39M	5.3%	5

Other funds holding SCIU

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

CAN

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Opes Advisors's SCIU Position: Q4 2018 in Review

Opes Advisors reduced its Global X Scientific Beta US ETF (SCIU) stake by 11% in Q4 2018, selling an estimated $1.02M and leaving 260,896 shares worth $7.28M. The position accounts for 5.2% of the portfolio, ranked #7.

Opes Advisors first reported a position in SCIU in Q1 2017 and has held it in 8 quarters since. The position peaked at $9.73M in Q3 2018. 21 funds tracked by Wall St. Rank hold SCIU as of Q4 2018.

Opes Advisors held 260,896 shares of Global X Scientific Beta US ETF worth $7.28M as of Q4 2018.
Opes Advisors sold 32,984 Global X Scientific Beta US ETF shares in Q4 2018, an estimated $1.02M.
Global X Scientific Beta US ETF made up 5.2% of Opes Advisors's portfolio in Q4 2018, its #7 holding.
Opes Advisors first reported a position in Global X Scientific Beta US ETF in Q1 2017 and has held it in 8 quarters since.
Opes Advisors's Global X Scientific Beta US ETF position peaked at $9.73M in Q3 2018.
21 funds tracked by Wall St. Rank held Global X Scientific Beta US ETF as of Q4 2018.

Based on Opes Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.