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DSTL icon

Simplicity Solutions’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Simplicity Solutions’s Portfolio DSTL Stock Details DSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-9,294
Closed -$338K – 594
2020
Q4 		$338K Buy
9,294
+2,578
+38% +$89.2K 0.01% 760
2020
Q3 		$219K Buy
+6,716
New +$216K ﹤0.01% 799

Other funds holding DSTL

MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
OCM
Orion Capital Management Coronado, California $290M AUM 17.97% 1-Year Est. Return

Simplicity Solutions's DSTL Position: Q1 2021 in Review

Simplicity Solutions sold out of Distillate US Fundamental Stability & Value ETF (DSTL) in Q1 2021, closing a stake of 9,294 shares — an estimated $338K sold.

Simplicity Solutions first reported a position in DSTL in Q3 2020 and held it in 2 quarters. The position peaked at $338K in Q4 2020. 25 funds tracked by Wall St. Rank hold DSTL as of Q1 2021.

  • Simplicity Solutions reported no remaining Distillate US Fundamental Stability & Value ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 9,294 Distillate US Fundamental Stability & Value ETF shares in Q1 2021, an estimated $338K.
  • Simplicity Solutions first reported a position in Distillate US Fundamental Stability & Value ETF in Q3 2020 and held it in 2 quarters.
  • Simplicity Solutions's Distillate US Fundamental Stability & Value ETF position peaked at $338K in Q4 2020.
  • 25 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.