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Patriot Financial Group Insurance Agency’s VanEck Energy Income ETF EINC Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio EINC Stock Details EINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-33
Closed -$2K – 955
2017
Q4 		$2K Buy
+33
New +$2.32K ﹤0.01% 857

Other funds holding EINC

AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FNBOO
First National Bank of Omaha Omaha, Nebraska $3.55B AUM 27.24% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EINC Position: Q1 2018 in Review

Patriot Financial Group Insurance Agency sold out of VanEck Energy Income ETF (EINC) in Q1 2018, closing a stake of 33 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in EINC in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 21 funds tracked by Wall St. Rank hold EINC as of Q1 2018.

  • Patriot Financial Group Insurance Agency reported no remaining VanEck Energy Income ETF position as of Q1 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 33 VanEck Energy Income ETF shares in Q1 2018, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in VanEck Energy Income ETF in Q4 2017 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's VanEck Energy Income ETF position peaked at $2K in Q4 2017.
  • 21 funds tracked by Wall St. Rank held VanEck Energy Income ETF as of Q1 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2018, filed 14 May 2018.