Winthrop Partners - WNY’s Global X FinTech ETF FINX Stock Holding History

Winthrop Partners - WNY’s Portfolio FINX Stock Details FINX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-250	Closed	-$5.74K	–	322
2018 Q1	$5.74K	Buy	+250	New	+$5.86K	﹤0.01%	371

Other funds holding FINX

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UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

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

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Winthrop Partners - WNY's FINX Position: Q2 2018 in Review

Winthrop Partners - WNY sold out of Global X FinTech ETF (FINX) in Q2 2018, closing a stake of 250 shares — an estimated $5.74K sold.

Winthrop Partners - WNY first reported a position in FINX in Q1 2018 and held it in 1 quarter. The position peaked at $5.74K in Q1 2018. 32 funds tracked by Wall St. Rank hold FINX as of Q2 2018.

Winthrop Partners - WNY reported no remaining Global X FinTech ETF position as of Q2 2018 after selling out during the quarter.
Winthrop Partners - WNY sold 250 Global X FinTech ETF shares in Q2 2018, an estimated $5.74K.
Winthrop Partners - WNY first reported a position in Global X FinTech ETF in Q1 2018 and held it in 1 quarter.
Winthrop Partners - WNY's Global X FinTech ETF position peaked at $5.74K in Q1 2018.
32 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2018.

Based on Winthrop Partners - WNY's 13F filing for Q2 2018, filed 30 Jul 2018.