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Valeo Financial Advisors’s First Trust Water ETF FIW Stock Holding History

Valeo Financial Advisors’s Portfolio FIW Stock Details FIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,000
Closed -$150K – 1809
2018
Q2 		$150K Buy
+3,000
New +$144K 0.02% 328

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FA
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CWM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Valeo Financial Advisors's FIW Position: Q3 2018 in Review

Valeo Financial Advisors sold out of First Trust Water ETF (FIW) in Q3 2018, closing a stake of 3,000 shares — an estimated $150K sold.

Valeo Financial Advisors first reported a position in FIW in Q2 2018 and held it in 1 quarter. The position peaked at $150K in Q2 2018. 84 funds tracked by Wall St. Rank hold FIW as of Q3 2018.

  • Valeo Financial Advisors reported no remaining First Trust Water ETF position as of Q3 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 3,000 First Trust Water ETF shares in Q3 2018, an estimated $150K.
  • Valeo Financial Advisors first reported a position in First Trust Water ETF in Q2 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's First Trust Water ETF position peaked at $150K in Q2 2018.
  • 84 funds tracked by Wall St. Rank held First Trust Water ETF as of Q3 2018.

Based on Valeo Financial Advisors's 13F filing for Q3 2018, filed 1 Nov 2018.