SFC
SNDS

SYM Financial Corp’s SUSTAINABLE NORTH AMERICAN OIL SANDS ETF SNDS Stock Holding History

SYM Financial Corp’s Portfolio SNDS Stock Details SNDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-16,131
Closed -$289K – 76
2019
Q2 		$289K Hold
16,131
– – 0.19% 24
2019
Q1 		$285K Hold
16,131
– – 0.18% 24
2018
Q4 		$259K Buy
+16,131
New +$259K 0.1% 30

Other funds holding SNDS

AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

SYM Financial Corp's SNDS Position: Q3 2019 in Review

SYM Financial Corp sold out of SUSTAINABLE NORTH AMERICAN OIL SANDS ETF (SNDS) in Q3 2019, closing a stake of 16,131 shares — an estimated $289K sold.

SYM Financial Corp first reported a position in SNDS in Q4 2018 and held it in 3 quarters. The position peaked at $289K in Q2 2019. 28 funds tracked by Wall St. Rank hold SNDS as of Q3 2019.

  • SYM Financial Corp reported no remaining SUSTAINABLE NORTH AMERICAN OIL SANDS ETF position as of Q3 2019 after selling out during the quarter.
  • SYM Financial Corp sold 16,131 SUSTAINABLE NORTH AMERICAN OIL SANDS ETF shares in Q3 2019, an estimated $289K.
  • SYM Financial Corp first reported a position in SUSTAINABLE NORTH AMERICAN OIL SANDS ETF in Q4 2018 and held it in 3 quarters.
  • SYM Financial Corp's SUSTAINABLE NORTH AMERICAN OIL SANDS ETF position peaked at $289K in Q2 2019.
  • 28 funds tracked by Wall St. Rank held SUSTAINABLE NORTH AMERICAN OIL SANDS ETF as of Q3 2019.

Based on SYM Financial Corp's 13F filing for Q3 2019, filed 4 Nov 2019.