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WealthBridge Capital Management’s Davis Select Financial ETF DFNL Stock Holding History

WealthBridge Capital Management’s Portfolio DFNL Stock Details DFNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-600
Closed -$14K – 288
2019
Q1 		$14K Sell
600
-400
-40% -$8.82K 0.01% 500
2018
Q4 		$21K Buy
+1,000
New +$22.9K 0.02% 399

Other funds holding DFNL

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VFPI
Vantage Financial Partners (Illinois) Arlington Heights, Illinois $402M AUM 12.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

WealthBridge Capital Management's DFNL Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Davis Select Financial ETF (DFNL) in Q2 2019, closing a stake of 600 shares — an estimated $14K sold.

WealthBridge Capital Management first reported a position in DFNL in Q4 2018 and held it in 2 quarters. The position peaked at $21K in Q4 2018. 31 funds tracked by Wall St. Rank hold DFNL as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Davis Select Financial ETF position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 600 Davis Select Financial ETF shares in Q2 2019, an estimated $14K.
  • WealthBridge Capital Management first reported a position in Davis Select Financial ETF in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Davis Select Financial ETF position peaked at $21K in Q4 2018.
  • 31 funds tracked by Wall St. Rank held Davis Select Financial ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.