SPIA
OLD

Steward Partners Investment Advisory’s The Long-Term Care ETF OLD Stock Holding History

Steward Partners Investment Advisory’s Portfolio OLD Stock Details OLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-10
Closed – – 2801
2020
Q1 		$0 Buy
+10
New +$279 ﹤0.01% 2786

Other funds holding OLD

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Steward Partners Investment Advisory's OLD Position: Q2 2020 in Review

Steward Partners Investment Advisory sold out of The Long-Term Care ETF (OLD) in Q2 2020, closing a stake of 10 shares.

Steward Partners Investment Advisory first reported a position in OLD in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 17 funds tracked by Wall St. Rank hold OLD as of Q2 2020.

  • Steward Partners Investment Advisory reported no remaining The Long-Term Care ETF position as of Q2 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 10 The Long-Term Care ETF shares in Q2 2020.
  • Steward Partners Investment Advisory first reported a position in The Long-Term Care ETF in Q1 2020 and held it in 1 quarter.
  • Steward Partners Investment Advisory's The Long-Term Care ETF position peaked at $0 in Q1 2020.
  • 17 funds tracked by Wall St. Rank held The Long-Term Care ETF as of Q2 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2020, filed 6 Aug 2020.