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Strategic Wealth Partners’s Xtrackers Russell 1000 US Quality at a Reasonable Price ETF QARP Stock Holding History

Strategic Wealth Partners’s Portfolio QARP Stock Details QARP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,224
Closed -$31K – 684
2018
Q2 		$31K Buy
+1,224
New +$31.3K 0.02% 311

Other funds holding QARP

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strategic Wealth Partners's QARP Position: Q3 2018 in Review

Strategic Wealth Partners sold out of Xtrackers Russell 1000 US Quality at a Reasonable Price ETF (QARP) in Q3 2018, closing a stake of 1,224 shares — an estimated $31K sold.

Strategic Wealth Partners first reported a position in QARP in Q2 2018 and held it in 1 quarter. The position peaked at $31K in Q2 2018. 10 funds tracked by Wall St. Rank hold QARP as of Q3 2018.

  • Strategic Wealth Partners reported no remaining Xtrackers Russell 1000 US Quality at a Reasonable Price ETF position as of Q3 2018 after selling out during the quarter.
  • Strategic Wealth Partners sold 1,224 Xtrackers Russell 1000 US Quality at a Reasonable Price ETF shares in Q3 2018, an estimated $31K.
  • Strategic Wealth Partners first reported a position in Xtrackers Russell 1000 US Quality at a Reasonable Price ETF in Q2 2018 and held it in 1 quarter.
  • Strategic Wealth Partners's Xtrackers Russell 1000 US Quality at a Reasonable Price ETF position peaked at $31K in Q2 2018.
  • 10 funds tracked by Wall St. Rank held Xtrackers Russell 1000 US Quality at a Reasonable Price ETF as of Q3 2018.

Based on Strategic Wealth Partners's 13F filing for Q3 2018, filed 6 Dec 2018.