SevenBridge Financial Group’s ARK Innovation ETF ARKK Stock Holding History

SevenBridge Financial Group’s Portfolio ARKK Stock Details ARKK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-9	Closed	–	–	169
2019 Q2	$0	Hold	9	–	–	﹤0.01%	634
2019 Q1	$0	Hold	9	–	–	﹤0.01%	602
2018 Q4	$0	Hold	9	–	–	﹤0.01%	574
2018 Q3	$0	Buy	+9	New	+$424	﹤0.01%	589

Other funds holding ARKK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MIAN

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CAN

Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

SevenBridge Financial Group's ARKK Position: Q3 2019 in Review

SevenBridge Financial Group sold out of ARK Innovation ETF (ARKK) in Q3 2019, closing a stake of 9 shares.

SevenBridge Financial Group first reported a position in ARKK in Q3 2018 and held it in 4 quarters. The position peaked at $0 in Q2 2019. 175 funds tracked by Wall St. Rank hold ARKK as of Q3 2019.

SevenBridge Financial Group reported no remaining ARK Innovation ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 9 ARK Innovation ETF shares in Q3 2019.
SevenBridge Financial Group first reported a position in ARK Innovation ETF in Q3 2018 and held it in 4 quarters.
SevenBridge Financial Group's ARK Innovation ETF position peaked at $0 in Q2 2019.
175 funds tracked by Wall St. Rank held ARK Innovation ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.