Patriot Financial Group Insurance Agency’s Arrow Dow Jones Global Yield ETF GYLD Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio GYLD Stock Details GYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-200	Closed	-$3K	–	1368
2019 Q3	$3K	Hold	200	–	–	﹤0.01%	1023
2019 Q2	$3K	Hold	200	–	–	﹤0.01%	1040
2019 Q1	$3K	Hold	200	–	–	﹤0.01%	943
2018 Q4	$3K	Hold	200	–	–	﹤0.01%	789
2018 Q3	$3K	Hold	200	–	–	﹤0.01%	812
2018 Q2	$3K	Hold	200	–	–	﹤0.01%	523
2018 Q1	$3K	Buy	+200	New	+$3.59K	﹤0.01%	818

Other funds holding GYLD

Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's GYLD Position: Q4 2019 in Review

Patriot Financial Group Insurance Agency sold out of Arrow Dow Jones Global Yield ETF (GYLD) in Q4 2019, closing a stake of 200 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in GYLD in Q1 2018 and held it in 7 quarters. The position peaked at $3K in Q3 2019. 29 funds tracked by Wall St. Rank hold GYLD as of Q4 2019.

Patriot Financial Group Insurance Agency reported no remaining Arrow Dow Jones Global Yield ETF position as of Q4 2019 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 200 Arrow Dow Jones Global Yield ETF shares in Q4 2019, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in Arrow Dow Jones Global Yield ETF in Q1 2018 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's Arrow Dow Jones Global Yield ETF position peaked at $3K in Q3 2019.
29 funds tracked by Wall St. Rank held Arrow Dow Jones Global Yield ETF as of Q4 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2019, filed 22 Jan 2020.