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Realta Investment Advisors’s iShares Russell 2500 ETF SMMD Stock Holding History

Realta Investment Advisors’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-120
Closed -$5K – 1776
2019
Q2 		$5K Sell
120
-28
-19% -$1.25K ﹤0.01% 1385
2019
Q1 		$6K Buy
+148
New +$6.35K ﹤0.01% 1039

Other funds holding SMMD

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Realta Investment Advisors's SMMD Position: Q3 2019 in Review

Realta Investment Advisors sold out of iShares Russell 2500 ETF (SMMD) in Q3 2019, closing a stake of 120 shares — an estimated $5K sold.

Realta Investment Advisors first reported a position in SMMD in Q1 2019 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 24 funds tracked by Wall St. Rank hold SMMD as of Q3 2019.

  • Realta Investment Advisors reported no remaining iShares Russell 2500 ETF position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 120 iShares Russell 2500 ETF shares in Q3 2019, an estimated $5K.
  • Realta Investment Advisors first reported a position in iShares Russell 2500 ETF in Q1 2019 and held it in 2 quarters.
  • Realta Investment Advisors's iShares Russell 2500 ETF position peaked at $6K in Q1 2019.
  • 24 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.