Winthrop Advisory Group’s iShares Russell 2500 ETF SMMD Stock Holding History

Winthrop Advisory Group’s Portfolio SMMD Stock Details SMMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-28,089	Closed	-$1.35M	–	97
2019 Q4	$1.35M	Hold	28,089	–	–	0.49%	29
2019 Q3	$1.25M	Hold	28,089	–	–	0.5%	29
2019 Q2	$1.27M	Hold	28,089	–	–	0.53%	27
2019 Q1	$1.24M	Hold	28,089	–	–	0.55%	26
2018 Q4	$1.07M	Buy	+28,089	New	+$1.19M	0.55%	28

Other funds holding SMMD

Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

OBWP

O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Stevard LLC Chicago, Illinois $26.8M AUM 42.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $417M AUM 16.82% 1-Year Est. Return

Winthrop Advisory Group's SMMD Position: Q1 2020 in Review

Winthrop Advisory Group sold out of iShares Russell 2500 ETF (SMMD) in Q1 2020, closing a stake of 28,089 shares — an estimated $1.35M sold.

Winthrop Advisory Group first reported a position in SMMD in Q4 2018 and held it in 5 quarters. The position peaked at $1.35M in Q4 2019. 33 funds tracked by Wall St. Rank hold SMMD as of Q1 2020.

Winthrop Advisory Group reported no remaining iShares Russell 2500 ETF position as of Q1 2020 after selling out during the quarter.
Winthrop Advisory Group sold 28,089 iShares Russell 2500 ETF shares in Q1 2020, an estimated $1.35M.
Winthrop Advisory Group first reported a position in iShares Russell 2500 ETF in Q4 2018 and held it in 5 quarters.
Winthrop Advisory Group's iShares Russell 2500 ETF position peaked at $1.35M in Q4 2019.
33 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2020.

Based on Winthrop Advisory Group's 13F filing for Q1 2020, filed 17 Apr 2020.