Patriot Financial Group Insurance Agency’s SUSTAINABLE NORTH AMERICAN OIL SANDS ETF SNDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-300	Closed	-$5K	–	1558
2019 Q2	$5K	Hold	300	–	–	﹤0.01%	973
2019 Q1	$5K	Hold	300	–	–	﹤0.01%	879
2018 Q4	$5K	Hold	300	–	–	﹤0.01%	742
2018 Q3	$6K	Hold	300	–	–	﹤0.01%	719
2018 Q2	$5K	Hold	300	–	–	0.01%	496
2018 Q1	$5K	Buy	+300	New	+$5K	﹤0.01%	754

Other funds holding SNDS

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SNDS Position: Q3 2019 in Review

Patriot Financial Group Insurance Agency sold out of SUSTAINABLE NORTH AMERICAN OIL SANDS ETF (SNDS) in Q3 2019, closing a stake of 300 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in SNDS in Q1 2018 and held it in 6 quarters. The position peaked at $6K in Q3 2018. 28 funds tracked by Wall St. Rank hold SNDS as of Q3 2019.

Patriot Financial Group Insurance Agency reported no remaining SUSTAINABLE NORTH AMERICAN OIL SANDS ETF position as of Q3 2019 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 300 SUSTAINABLE NORTH AMERICAN OIL SANDS ETF shares in Q3 2019, an estimated $5K.
Patriot Financial Group Insurance Agency first reported a position in SUSTAINABLE NORTH AMERICAN OIL SANDS ETF in Q1 2018 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's SUSTAINABLE NORTH AMERICAN OIL SANDS ETF position peaked at $6K in Q3 2018.
28 funds tracked by Wall St. Rank held SUSTAINABLE NORTH AMERICAN OIL SANDS ETF as of Q3 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2019, filed 25 Oct 2019.