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Wealthspire Advisors (Maryland)’s Motley Fool 100 Index ETF TMFC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio TMFC Stock Details TMFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-200
Closed -$4K – 2575
2018
Q1 		$4K Buy
+200
New +$3.87K ﹤0.01% 1936

Other funds holding TMFC

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return
PAI
Pittenger & Anderson Inc Lincoin, Nebraska $2.51B AUM 2.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TMFC Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Motley Fool 100 Index ETF (TMFC) in Q2 2018, closing a stake of 200 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in TMFC in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 13 funds tracked by Wall St. Rank hold TMFC as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Motley Fool 100 Index ETF position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 200 Motley Fool 100 Index ETF shares in Q2 2018, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Motley Fool 100 Index ETF in Q1 2018 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Motley Fool 100 Index ETF position peaked at $4K in Q1 2018.
  • 13 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.