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Whittier Trust’s VanEck Low Carbon Energy ETF SMOG Stock Holding History

Whittier Trust’s Portfolio SMOG Stock Details SMOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-16
Closed -$1K – 1090
2013
Q4 		$1K Hold
16
– – ﹤0.01% 1054
2013
Q3 		$1K Sell
16
-1
-6% -$50 ﹤0.01% 1051
2013
Q2 		$1K Buy
+17
New +$723 ﹤0.01% 1052

Other funds holding SMOG

CWM
Cabot Wealth Management Salem, Massachusetts $869M AUM 16.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Whittier Trust's SMOG Position: Q1 2014 in Review

Whittier Trust sold out of VanEck Low Carbon Energy ETF (SMOG) in Q1 2014, closing a stake of 16 shares — an estimated $1K sold.

Whittier Trust first reported a position in SMOG in Q2 2013 and held it in 3 quarters. The position peaked at $1K in Q4 2013. 32 funds tracked by Wall St. Rank hold SMOG as of Q1 2014.

  • Whittier Trust reported no remaining VanEck Low Carbon Energy ETF position as of Q1 2014 after selling out during the quarter.
  • Whittier Trust sold 16 VanEck Low Carbon Energy ETF shares in Q1 2014, an estimated $1K.
  • Whittier Trust first reported a position in VanEck Low Carbon Energy ETF in Q2 2013 and held it in 3 quarters.
  • Whittier Trust's VanEck Low Carbon Energy ETF position peaked at $1K in Q4 2013.
  • 32 funds tracked by Wall St. Rank held VanEck Low Carbon Energy ETF as of Q1 2014.

Based on Whittier Trust's 13F filing for Q1 2014, filed 1 May 2014.