WealthPLAN Partners’s GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF EWRM Stock Holding History

WealthPLAN Partners’s Portfolio EWRM Stock Details EWRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-6,493	Closed	-$398K	–	241
2017 Q3	$398K	Sell	6,493 -3,621	-36%	-$222K	0.11%	128
2017 Q2	$604K	Buy	+10,114	New	+$604K	0.17%	95

Other funds holding EWRM

HCM

Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.98B AUM 26.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WealthPLAN Partners's EWRM Position: Q4 2017 in Review

WealthPLAN Partners sold out of GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF (EWRM) in Q4 2017, closing a stake of 6,493 shares — an estimated $398K sold.

WealthPLAN Partners first reported a position in EWRM in Q2 2017 and held it in 2 quarters. The position peaked at $604K in Q2 2017. 30 funds tracked by Wall St. Rank hold EWRM as of Q4 2017.

WealthPLAN Partners reported no remaining GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF position as of Q4 2017 after selling out during the quarter.
WealthPLAN Partners sold 6,493 GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF shares in Q4 2017, an estimated $398K.
WealthPLAN Partners first reported a position in GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF in Q2 2017 and held it in 2 quarters.
WealthPLAN Partners's GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF position peaked at $604K in Q2 2017.
30 funds tracked by Wall St. Rank held GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF as of Q4 2017.

Based on WealthPLAN Partners's 13F filing for Q4 2017, filed 16 Feb 2018.