WP
EWRM

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

WealthShield 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
2018
Q1 		– Sell
-575
Closed -$37K – 266
2017
Q4 		$37K Buy
+575
New +$37K 0.02% 161

Other funds holding EWRM

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CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WealthShield Partners's EWRM Position: Q1 2018 in Review

WealthShield Partners sold out of GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF (EWRM) in Q1 2018, closing a stake of 575 shares — an estimated $37K sold.

WealthShield Partners first reported a position in EWRM in Q4 2017 and held it in 1 quarter. The position peaked at $37K in Q4 2017. 26 funds tracked by Wall St. Rank hold EWRM as of Q1 2018.

  • WealthShield Partners reported no remaining GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF position as of Q1 2018 after selling out during the quarter.
  • WealthShield Partners sold 575 GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF shares in Q1 2018, an estimated $37K.
  • WealthShield Partners first reported a position in GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF in Q4 2017 and held it in 1 quarter.
  • WealthShield Partners's GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF position peaked at $37K in Q4 2017.
  • 26 funds tracked by Wall St. Rank held GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF as of Q1 2018.

Based on WealthShield Partners's 13F filing for Q1 2018, filed 11 May 2018.