TWM
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Tradition Wealth Management’s Motley Fool 100 Index ETF TMFC Stock Holding History

Tradition Wealth Management’s Portfolio TMFC Stock Details TMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-18
Closed -$1K – 1016
2020
Q4 		$1K Buy
+18
New +$600 ﹤0.01% 1011

Other funds holding TMFC

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CPA
Clear Perspective Advisors Aurora, Illinois $329M AUM 23.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAGAS
Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Tradition Wealth Management's TMFC Position: Q1 2021 in Review

Tradition Wealth Management sold out of Motley Fool 100 Index ETF (TMFC) in Q1 2021, closing a stake of 18 shares — an estimated $1K sold.

Tradition Wealth Management first reported a position in TMFC in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 54 funds tracked by Wall St. Rank hold TMFC as of Q1 2021.

  • Tradition Wealth Management reported no remaining Motley Fool 100 Index ETF position as of Q1 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 18 Motley Fool 100 Index ETF shares in Q1 2021, an estimated $1K.
  • Tradition Wealth Management first reported a position in Motley Fool 100 Index ETF in Q4 2020 and held it in 1 quarter.
  • Tradition Wealth Management's Motley Fool 100 Index ETF position peaked at $1K in Q4 2020.
  • 54 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q1 2021.

Based on Tradition Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.