Tiedemann Wealth Management Holdings’s Acquirers Small and Micro Deep Value ETF DEEP Stock Holding History

Tiedemann Wealth Management Holdings’s Portfolio DEEP Stock Details DEEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-91,794	Closed	-$2.47M	–	5
2017 Q1	$2.47M	Sell	91,794 -297,088	-76%	-$7.99M	9.95%	5
2016 Q4	$10.2M	Sell	388,882 -144,435	-27%	-$3.69M	22.8%	1
2016 Q3	$14.4M	Buy	+533,317	New	+$13.1M	35.66%	1

Other funds holding DEEP

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tiedemann Wealth Management Holdings's DEEP Position: Q2 2017 in Review

Tiedemann Wealth Management Holdings sold out of Acquirers Small and Micro Deep Value ETF (DEEP) in Q2 2017, closing a stake of 91,794 shares — an estimated $2.47M sold.

Tiedemann Wealth Management Holdings first reported a position in DEEP in Q3 2016 and held it in 3 quarters. The position peaked at $14.4M in Q3 2016. 8 funds tracked by Wall St. Rank hold DEEP as of Q2 2017.

Tiedemann Wealth Management Holdings reported no remaining Acquirers Small and Micro Deep Value ETF position as of Q2 2017 after selling out during the quarter.
Tiedemann Wealth Management Holdings sold 91,794 Acquirers Small and Micro Deep Value ETF shares in Q2 2017, an estimated $2.47M.
Tiedemann Wealth Management Holdings first reported a position in Acquirers Small and Micro Deep Value ETF in Q3 2016 and held it in 3 quarters.
Tiedemann Wealth Management Holdings's Acquirers Small and Micro Deep Value ETF position peaked at $14.4M in Q3 2016.
8 funds tracked by Wall St. Rank held Acquirers Small and Micro Deep Value ETF as of Q2 2017.

Based on Tiedemann Wealth Management Holdings's 13F filing for Q2 2017, filed 11 Aug 2017.