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WealthSource Partners’s Global X Renewable Energy Producers ETF RNRG Stock Holding History

WealthSource Partners’s Portfolio RNRG Stock Details RNRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-12,683
Closed -$527K – 381
2020
Q2 		$527K Buy
12,683
+400
+3% +$16K 0.08% 180
2020
Q1 		$452K Buy
+12,283
New +$532K 0.07% 188

Other funds holding RNRG

LFASL
Lugano Financial Advisors SA (LFA) Lugano, Switzerland $197M AUM 14.82% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthSource Partners's RNRG Position: Q3 2020 in Review

WealthSource Partners sold out of Global X Renewable Energy Producers ETF (RNRG) in Q3 2020, closing a stake of 12,683 shares — an estimated $527K sold.

WealthSource Partners first reported a position in RNRG in Q1 2020 and held it in 2 quarters. The position peaked at $527K in Q2 2020. 15 funds tracked by Wall St. Rank hold RNRG as of Q3 2020.

  • WealthSource Partners reported no remaining Global X Renewable Energy Producers ETF position as of Q3 2020 after selling out during the quarter.
  • WealthSource Partners sold 12,683 Global X Renewable Energy Producers ETF shares in Q3 2020, an estimated $527K.
  • WealthSource Partners first reported a position in Global X Renewable Energy Producers ETF in Q1 2020 and held it in 2 quarters.
  • WealthSource Partners's Global X Renewable Energy Producers ETF position peaked at $527K in Q2 2020.
  • 15 funds tracked by Wall St. Rank held Global X Renewable Energy Producers ETF as of Q3 2020.

Based on WealthSource Partners's 13F filing for Q3 2020, filed 16 Nov 2020.