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Sowell Financial Services’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

Sowell Financial Services’s Portfolio RING Stock Details RING Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-100
Closed -$3K – 3269
2020
Q4 		$3K Hold
100
– – ﹤0.01% 2412
2020
Q3 		$3K Hold
100
– – ﹤0.01% 2154
2020
Q2 		$3K Hold
100
– – ﹤0.01% 2072
2020
Q1 		$2K Hold
100
– – ﹤0.01% 2110
2019
Q4 		$2K Sell
100
-125
-56% -$2.78K ﹤0.01% 2227
2019
Q3 		$5K Buy
+225
New +$5.03K ﹤0.01% 1775

Other funds holding RING

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $4.46B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RE
RBC Europe London, United Kingdom $2.08B AUM 12.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sowell Financial Services's RING Position: Q1 2021 in Review

Sowell Financial Services sold out of iShares MSCI Global Gold Miners ETF (RING) in Q1 2021, closing a stake of 100 shares — an estimated $3K sold.

Sowell Financial Services first reported a position in RING in Q3 2019 and held it in 6 quarters. The position peaked at $5K in Q3 2019. 69 funds tracked by Wall St. Rank hold RING as of Q1 2021.

  • Sowell Financial Services reported no remaining iShares MSCI Global Gold Miners ETF position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 100 iShares MSCI Global Gold Miners ETF shares in Q1 2021, an estimated $3K.
  • Sowell Financial Services first reported a position in iShares MSCI Global Gold Miners ETF in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's iShares MSCI Global Gold Miners ETF position peaked at $5K in Q3 2019.
  • 69 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.