Tocqueville Asset Management
SMMD icon

Tocqueville Asset Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Tocqueville Asset Management’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-16,055
Closed -$540K – 679
2020
Q1 		$540K Buy
16,055
+7,450
+87% +$326K 0.01% 440
2019
Q4 		$414K Sell
8,605
-25
-0.3% -$1.15K 0.01% 589
2019
Q3 		$384K Buy
+8,630
New +$387K 0.01% 609

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Stevard LLC
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Johnson Investment Counsel
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ARG
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LPL Financial
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Tocqueville Asset Management's SMMD Position: Q2 2020 in Review

Tocqueville Asset Management sold out of iShares Russell 2500 ETF (SMMD) in Q2 2020, closing a stake of 16,055 shares — an estimated $540K sold.

Tocqueville Asset Management first reported a position in SMMD in Q3 2019 and held it in 3 quarters. The position peaked at $540K in Q1 2020. 29 funds tracked by Wall St. Rank hold SMMD as of Q2 2020.

  • Tocqueville Asset Management reported no remaining iShares Russell 2500 ETF position as of Q2 2020 after selling out during the quarter.
  • Tocqueville Asset Management sold 16,055 iShares Russell 2500 ETF shares in Q2 2020, an estimated $540K.
  • Tocqueville Asset Management first reported a position in iShares Russell 2500 ETF in Q3 2019 and held it in 3 quarters.
  • Tocqueville Asset Management's iShares Russell 2500 ETF position peaked at $540K in Q1 2020.
  • 29 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2020.

Based on Tocqueville Asset Management's 13F filing for Q2 2020, filed 12 Aug 2020.