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Sugarloaf Wealth Management’s Cambria Global Value ETF GVAL Stock Holding History

Sugarloaf Wealth Management’s Portfolio GVAL Stock Details GVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-107
Closed -$2K – 736
2020
Q3 		$2K Buy
107
+1
+0.9% +$18 ﹤0.01% 613
2020
Q2 		$2K Hold
106
– – ﹤0.01% 605
2020
Q1 		$2K Buy
106
+1
+1% +$21 ﹤0.01% 595
2019
Q4 		$3K Buy
+105
New +$2.42K ﹤0.01% 601

Other funds holding GVAL

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return

Sugarloaf Wealth Management's GVAL Position: Q4 2020 in Review

Sugarloaf Wealth Management sold out of Cambria Global Value ETF (GVAL) in Q4 2020, closing a stake of 107 shares — an estimated $2K sold.

Sugarloaf Wealth Management first reported a position in GVAL in Q4 2019 and held it in 4 quarters. The position peaked at $3K in Q4 2019. 26 funds tracked by Wall St. Rank hold GVAL as of Q4 2020.

  • Sugarloaf Wealth Management reported no remaining Cambria Global Value ETF position as of Q4 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 107 Cambria Global Value ETF shares in Q4 2020, an estimated $2K.
  • Sugarloaf Wealth Management first reported a position in Cambria Global Value ETF in Q4 2019 and held it in 4 quarters.
  • Sugarloaf Wealth Management's Cambria Global Value ETF position peaked at $3K in Q4 2019.
  • 26 funds tracked by Wall St. Rank held Cambria Global Value ETF as of Q4 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.