SS
CSML

Simplicity Solutions’s IndexIQ ETF Trust IQ U.S. Small Cap ETF CSML Stock Holding History

Simplicity Solutions’s Portfolio CSML Stock Details CSML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-12,587
Closed -$281K – 813
2018
Q4 		$281K Buy
+12,587
New +$315K 0.04% 464

Other funds holding CSML

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Simplicity Solutions's CSML Position: Q1 2019 in Review

Simplicity Solutions sold out of IndexIQ ETF Trust IQ U.S. Small Cap ETF (CSML) in Q1 2019, closing a stake of 12,587 shares — an estimated $281K sold.

Simplicity Solutions first reported a position in CSML in Q4 2018 and held it in 1 quarter. The position peaked at $281K in Q4 2018. 37 funds tracked by Wall St. Rank hold CSML as of Q1 2019.

  • Simplicity Solutions reported no remaining IndexIQ ETF Trust IQ U.S. Small Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Simplicity Solutions sold 12,587 IndexIQ ETF Trust IQ U.S. Small Cap ETF shares in Q1 2019, an estimated $281K.
  • Simplicity Solutions first reported a position in IndexIQ ETF Trust IQ U.S. Small Cap ETF in Q4 2018 and held it in 1 quarter.
  • Simplicity Solutions's IndexIQ ETF Trust IQ U.S. Small Cap ETF position peaked at $281K in Q4 2018.
  • 37 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Small Cap ETF as of Q1 2019.

Based on Simplicity Solutions's 13F filing for Q1 2019, filed 10 May 2019.