Transform Wealth’s VanEck Russia ETF RSX Stock Holding History

Transform Wealth’s Portfolio RSX Stock Details RSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-10,034	Closed	-$238K	–	240
2019 Q2	$238K	Buy	+10,034	New	+$220K	0.04%	217

Other funds holding RSX

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Transform Wealth's RSX Position: Q3 2019 in Review

Transform Wealth sold out of VanEck Russia ETF (RSX) in Q3 2019, closing a stake of 10,034 shares — an estimated $238K sold.

Transform Wealth first reported a position in RSX in Q2 2019 and held it in 1 quarter. The position peaked at $238K in Q2 2019. 128 funds tracked by Wall St. Rank hold RSX as of Q3 2019.

Transform Wealth reported no remaining VanEck Russia ETF position as of Q3 2019 after selling out during the quarter.
Transform Wealth sold 10,034 VanEck Russia ETF shares in Q3 2019, an estimated $238K.
Transform Wealth first reported a position in VanEck Russia ETF in Q2 2019 and held it in 1 quarter.
Transform Wealth's VanEck Russia ETF position peaked at $238K in Q2 2019.
128 funds tracked by Wall St. Rank held VanEck Russia ETF as of Q3 2019.

Based on Transform Wealth's 13F filing for Q3 2019, filed 24 Oct 2019.