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Perennial Advisors’s Motley Fool 100 Index ETF TMFC Stock Holding History

Perennial Advisors’s Portfolio TMFC Stock Details TMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-194
Closed -$4K – 171
2018
Q4 		$4K Buy
+194
New +$3.92K ﹤0.01% 191

Other funds holding TMFC

CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
BMM
Buffington Mohr McNeal Boise, Idaho $507M AUM 5.85% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return

Perennial Advisors's TMFC Position: Q1 2019 in Review

Perennial Advisors sold out of Motley Fool 100 Index ETF (TMFC) in Q1 2019, closing a stake of 194 shares — an estimated $4K sold.

Perennial Advisors first reported a position in TMFC in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 23 funds tracked by Wall St. Rank hold TMFC as of Q1 2019.

  • Perennial Advisors reported no remaining Motley Fool 100 Index ETF position as of Q1 2019 after selling out during the quarter.
  • Perennial Advisors sold 194 Motley Fool 100 Index ETF shares in Q1 2019, an estimated $4K.
  • Perennial Advisors first reported a position in Motley Fool 100 Index ETF in Q4 2018 and held it in 1 quarter.
  • Perennial Advisors's Motley Fool 100 Index ETF position peaked at $4K in Q4 2018.
  • 23 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q1 2019.

Based on Perennial Advisors's 13F filing for Q1 2019, filed 30 Apr 2019.