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Patriot Financial Group Insurance Agency’s iShares Global Equity Factor ETF GLOF Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio GLOF Stock Details GLOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-47
Closed -$1K – 1443
2019
Q1 		$1K Hold
47
– – ﹤0.01% 1117
2018
Q4 		$1K Sell
47
-691
-94% -$19.4K ﹤0.01% 898
2018
Q3 		$23K Buy
+738
New +$22.5K 0.01% 456

Other funds holding GLOF

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

Patriot Financial Group Insurance Agency's GLOF Position: Q2 2019 in Review

Patriot Financial Group Insurance Agency sold out of iShares Global Equity Factor ETF (GLOF) in Q2 2019, closing a stake of 47 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in GLOF in Q3 2018 and held it in 3 quarters. The position peaked at $23K in Q3 2018. 18 funds tracked by Wall St. Rank hold GLOF as of Q2 2019.

  • Patriot Financial Group Insurance Agency reported no remaining iShares Global Equity Factor ETF position as of Q2 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 47 iShares Global Equity Factor ETF shares in Q2 2019, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Global Equity Factor ETF in Q3 2018 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's iShares Global Equity Factor ETF position peaked at $23K in Q3 2018.
  • 18 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q2 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2019, filed 7 Aug 2019.