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Sugarloaf Wealth Management’s Arrow Dow Jones Global Yield ETF GYLD Stock Holding History

Sugarloaf Wealth Management’s Portfolio GYLD Stock Details GYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,461
Closed -$88K – 711
2019
Q4 		$88K Buy
+5,461
New +$86.7K 0.04% 189

Other funds holding GYLD

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Sugarloaf Wealth Management's GYLD Position: Q1 2020 in Review

Sugarloaf Wealth Management sold out of Arrow Dow Jones Global Yield ETF (GYLD) in Q1 2020, closing a stake of 5,461 shares — an estimated $88K sold.

Sugarloaf Wealth Management first reported a position in GYLD in Q4 2019 and held it in 1 quarter. The position peaked at $88K in Q4 2019. 25 funds tracked by Wall St. Rank hold GYLD as of Q1 2020.

  • Sugarloaf Wealth Management reported no remaining Arrow Dow Jones Global Yield ETF position as of Q1 2020 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 5,461 Arrow Dow Jones Global Yield ETF shares in Q1 2020, an estimated $88K.
  • Sugarloaf Wealth Management first reported a position in Arrow Dow Jones Global Yield ETF in Q4 2019 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Arrow Dow Jones Global Yield ETF position peaked at $88K in Q4 2019.
  • 25 funds tracked by Wall St. Rank held Arrow Dow Jones Global Yield ETF as of Q1 2020.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2020, filed 15 Apr 2020.