WEC
EWRM

Winslow Evans & Crocker’s GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF EWRM Stock Holding History

Winslow Evans & Crocker’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
2015
Q3 		– Sell
-1,130
Closed -$58K – 1355
2015
Q2 		$58K Hold
1,130
– – 0.02% 520
2015
Q1 		$59.2K Hold
1,130
– – 0.02% 516
2014
Q4 		$57.3K Buy
+1,130
New +$56.2K 0.02% 512

Other funds holding EWRM

CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
HCM
Harvest Capital Management Concord, New Hampshire $347M AUM 4.08% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Winslow Evans & Crocker's EWRM Position: Q3 2015 in Review

Winslow Evans & Crocker sold out of GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF (EWRM) in Q3 2015, closing a stake of 1,130 shares — an estimated $58K sold.

Winslow Evans & Crocker first reported a position in EWRM in Q4 2014 and held it in 3 quarters. The position peaked at $59.2K in Q1 2015. 27 funds tracked by Wall St. Rank hold EWRM as of Q3 2015.

  • Winslow Evans & Crocker reported no remaining GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF position as of Q3 2015 after selling out during the quarter.
  • Winslow Evans & Crocker sold 1,130 GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF shares in Q3 2015, an estimated $58K.
  • Winslow Evans & Crocker first reported a position in GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF in Q4 2014 and held it in 3 quarters.
  • Winslow Evans & Crocker's GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF position peaked at $59.2K in Q1 2015.
  • 27 funds tracked by Wall St. Rank held GUGGENHEIM RUSSELL MIDCAP EQUAL WEIGHT ETF as of Q3 2015.

Based on Winslow Evans & Crocker's 13F filing for Q3 2015, filed 21 Oct 2015.