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

WealthShield’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	$37K	Buy	+575	New	+$37K	0.02%	161

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

WealthShield's EWRM Position: Q4 2017 in Review

WealthShield opened a new position in GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF (EWRM) in Q4 2017: 575 shares worth $37K. The stake represents 0.02% of the portfolio and ranks #161 among its holdings.

30 funds tracked by Wall St. Rank hold EWRM as of Q4 2017.

WealthShield held 575 shares of GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF worth $37K as of Q4 2017.
GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF was a new WealthShield position in Q4 2017.
GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF made up 0.02% of WealthShield's portfolio in Q4 2017, its #161 holding.
30 funds tracked by Wall St. Rank held GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.