SIC
GYLD icon

Samalin Investment Counsel’s Arrow Dow Jones Global Yield ETF GYLD Stock Holding History

Samalin Investment Counsel’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
2020
Q2 		– Sell
-10,813
Closed -$102K – 171
2020
Q1 		$102K Sell
10,813
-1,800
-14% -$25.3K 0.14% 131
2019
Q4 		$203K Buy
+12,613
New +$200K 0.17% 152

Other funds holding GYLD

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Samalin Investment Counsel's GYLD Position: Q2 2020 in Review

Samalin Investment Counsel sold out of Arrow Dow Jones Global Yield ETF (GYLD) in Q2 2020, closing a stake of 10,813 shares — an estimated $102K sold.

Samalin Investment Counsel first reported a position in GYLD in Q4 2019 and held it in 2 quarters. The position peaked at $203K in Q4 2019. 20 funds tracked by Wall St. Rank hold GYLD as of Q2 2020.

  • Samalin Investment Counsel reported no remaining Arrow Dow Jones Global Yield ETF position as of Q2 2020 after selling out during the quarter.
  • Samalin Investment Counsel sold 10,813 Arrow Dow Jones Global Yield ETF shares in Q2 2020, an estimated $102K.
  • Samalin Investment Counsel first reported a position in Arrow Dow Jones Global Yield ETF in Q4 2019 and held it in 2 quarters.
  • Samalin Investment Counsel's Arrow Dow Jones Global Yield ETF position peaked at $203K in Q4 2019.
  • 20 funds tracked by Wall St. Rank held Arrow Dow Jones Global Yield ETF as of Q2 2020.

Based on Samalin Investment Counsel's 13F filing for Q2 2020, filed 5 Aug 2020.