SFS
EWRS

Sowell Financial Services’s GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF EWRS Stock Holding History

Sowell Financial Services’s Portfolio EWRS Stock Details EWRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-205
Closed -$10K – 670
2016
Q4 		$10K Buy
+205
New +$10K ﹤0.01% 486

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UBS Group
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HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sowell Financial Services's EWRS Position: Q1 2017 in Review

Sowell Financial Services sold out of GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF (EWRS) in Q1 2017, closing a stake of 205 shares — an estimated $10K sold.

Sowell Financial Services first reported a position in EWRS in Q4 2016 and held it in 1 quarter. The position peaked at $10K in Q4 2016. 18 funds tracked by Wall St. Rank hold EWRS as of Q1 2017.

  • Sowell Financial Services reported no remaining GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF position as of Q1 2017 after selling out during the quarter.
  • Sowell Financial Services sold 205 GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF shares in Q1 2017, an estimated $10K.
  • Sowell Financial Services first reported a position in GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF in Q4 2016 and held it in 1 quarter.
  • Sowell Financial Services's GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF position peaked at $10K in Q4 2016.
  • 18 funds tracked by Wall St. Rank held GUGGENHEIM RUSSELL 2000 EQUAL WEIGHT ETF as of Q1 2017.

Based on Sowell Financial Services's 13F filing for Q1 2017, filed 31 May 2017.