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Shine Investment Advisory Services’s Cambria Global Value ETF GVAL Stock Holding History

Shine Investment Advisory Services’s Portfolio GVAL Stock Details GVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-3,000
Closed -$71K – 733
2019
Q2 		$71K Hold
3,000
– – 0.03% 242
2019
Q1 		$68K Hold
3,000
– – 0.03% 244
2018
Q4 		$63K Hold
3,000
– – 0.03% 239
2018
Q3 		$71K Buy
+3,000
New +$71.3K 0.04% 241

Other funds holding GVAL

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
MA
Menlo Advisors Menlo Park, California $186M AUM 24.98% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Shine Investment Advisory Services's GVAL Position: Q3 2019 in Review

Shine Investment Advisory Services sold out of Cambria Global Value ETF (GVAL) in Q3 2019, closing a stake of 3,000 shares — an estimated $71K sold.

Shine Investment Advisory Services first reported a position in GVAL in Q3 2018 and held it in 4 quarters. The position peaked at $71K in Q2 2019. 33 funds tracked by Wall St. Rank hold GVAL as of Q3 2019.

  • Shine Investment Advisory Services reported no remaining Cambria Global Value ETF position as of Q3 2019 after selling out during the quarter.
  • Shine Investment Advisory Services sold 3,000 Cambria Global Value ETF shares in Q3 2019, an estimated $71K.
  • Shine Investment Advisory Services first reported a position in Cambria Global Value ETF in Q3 2018 and held it in 4 quarters.
  • Shine Investment Advisory Services's Cambria Global Value ETF position peaked at $71K in Q2 2019.
  • 33 funds tracked by Wall St. Rank held Cambria Global Value ETF as of Q3 2019.

Based on Shine Investment Advisory Services's 13F filing for Q3 2019, filed 29 Oct 2019.