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Simply Money Advisors’s VanEck Environmental Services ETF EVX Stock Holding History

Simply Money Advisors’s Portfolio EVX Stock Details EVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-645
Closed -$8K – 101
2013
Q3 		$8K Hold
645
– – ﹤0.01% 71
2013
Q2 		$7K Buy
+645
New +$7.28K ﹤0.01% 197

Other funds holding EVX

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
WEC
Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Simply Money Advisors's EVX Position: Q4 2013 in Review

Simply Money Advisors sold out of VanEck Environmental Services ETF (EVX) in Q4 2013, closing a stake of 645 shares — an estimated $8K sold.

Simply Money Advisors first reported a position in EVX in Q2 2013 and held it in 2 quarters. The position peaked at $8K in Q3 2013. 14 funds tracked by Wall St. Rank hold EVX as of Q4 2013.

  • Simply Money Advisors reported no remaining VanEck Environmental Services ETF position as of Q4 2013 after selling out during the quarter.
  • Simply Money Advisors sold 645 VanEck Environmental Services ETF shares in Q4 2013, an estimated $8K.
  • Simply Money Advisors first reported a position in VanEck Environmental Services ETF in Q2 2013 and held it in 2 quarters.
  • Simply Money Advisors's VanEck Environmental Services ETF position peaked at $8K in Q3 2013.
  • 14 funds tracked by Wall St. Rank held VanEck Environmental Services ETF as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.