STA
DIVY

Summit Trail Advisors’s Reality Shares DIVS ETF DIVY Stock Holding History

Summit Trail Advisors’s Portfolio DIVY Stock Details DIVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,000
Closed -$27K – 500
2018
Q2 		$27K Buy
+1,000
New +$26.9K 0.01% 365
2018
Q1 		– Sell
-1,000
Closed -$27K – 1938
2017
Q4 		$27K Buy
+1,000
New +$26.2K ﹤0.01% 970

Other funds holding DIVY

LWS
Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
KSA
Ken Stern & Associates San Diego, California $230M AUM 9.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Summit Trail Advisors's DIVY Position: Q3 2018 in Review

Summit Trail Advisors sold out of Reality Shares DIVS ETF (DIVY) in Q3 2018, closing a stake of 1,000 shares — an estimated $27K sold.

Summit Trail Advisors first reported a position in DIVY in Q4 2017 and held it in 2 quarters. The position peaked at $27K in Q2 2018. 20 funds tracked by Wall St. Rank hold DIVY as of Q3 2018.

  • Summit Trail Advisors reported no remaining Reality Shares DIVS ETF position as of Q3 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 1,000 Reality Shares DIVS ETF shares in Q3 2018, an estimated $27K.
  • Summit Trail Advisors first reported a position in Reality Shares DIVS ETF in Q4 2017 and held it in 2 quarters.
  • Summit Trail Advisors's Reality Shares DIVS ETF position peaked at $27K in Q2 2018.
  • 20 funds tracked by Wall St. Rank held Reality Shares DIVS ETF as of Q3 2018.

Based on Summit Trail Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.