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Wealthspire Advisors (Maryland)’s VanEck Retail ETF RTH Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio RTH Stock Details RTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-30
Closed -$2K – 2002
2016
Q4 		$2K Buy
+30
New +$2.32K ﹤0.01% 1570

Other funds holding RTH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s RTH Position: Q1 2017 in Review

Wealthspire Advisors (Maryland) sold out of VanEck Retail ETF (RTH) in Q1 2017, closing a stake of 30 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in RTH in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 25 funds tracked by Wall St. Rank hold RTH as of Q1 2017.

  • Wealthspire Advisors (Maryland) reported no remaining VanEck Retail ETF position as of Q1 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 30 VanEck Retail ETF shares in Q1 2017, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in VanEck Retail ETF in Q4 2016 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s VanEck Retail ETF position peaked at $2K in Q4 2016.
  • 25 funds tracked by Wall St. Rank held VanEck Retail ETF as of Q1 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2017, filed 9 May 2017.