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Claymore Exchange TRD FD TR

Q1 2018 vs Q2 2018

Comparing institutional holders between quarters

Quarters

Q2 2018Q1 2018Q4 2017Q3 2017Q2 2017
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Harborview Advisors, LLC
DECREASED
Shares85,018 from 92,249
Change-7,231 (-8%)
Value$3.1K (-$19)
Filed 2018-08-03
Acorn Wealth Advisors, LLC
UNCHANGED
Shares2,370 from 2,370
Change0 (0%)
Value$88 (+$7)
Filed 2018-08-10
United Capital Financial Advisors, LLC
CLOSED
Shares0 from 174,853
Change-174,853 (-100%)
Value$0 (-$5.9K)
Filed 2018-08-14
Cedar Hill Associates, LLC
CLOSED
Shares0 from 12,641
Change-12,641 (-100%)
Value$0 (-$428)
Filed 2018-08-06
Goldman Sachs Group Inc
CLOSED
Shares0 from 11,772
Change-11,772 (-100%)
Value$0 (-$398)
Filed 2018-08-14
Frontier Wealth Management LLC
CLOSED
Shares0 from 7,872
Change-7,872 (-100%)
Value$0 (-$266)
Filed 2018-08-14
Amerivest Investment Management LLC
CLOSED
Shares0 from 4,893
Change-4,893 (-100%)
Value$0 (-$166)
Filed 2018-08-10
Morgan Stanley
CLOSED
Shares0 from 1,710
Change-1,710 (-100%)
Value$0 (-$58)
Filed 2019-04-23
Bank of America Corp
CLOSED
Shares0 from 1,346
Change-1,346 (-100%)
Value$0 (-$46)
Filed 2018-08-14
Advisor Group, Inc.
CLOSED
Shares0 from 633
Change-633 (-100%)
Value$0 (-$22)
Filed 2018-08-13
Carroll Financial Associates, Inc.
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$1)
Filed 2018-07-19
Wells Fargo & Company
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2018-08-01
Parallax Volatility Advisers, L.P.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2018-08-14
Status
Harborview Advisors, LLC
DECREASED85,01892,249-7,231-8%$3.1K$3.1K-$192018-08-03
Acorn Wealth Advisors, LLC
UNCHANGED2,3702,37000%$81$88+$72018-08-10
United Capital Financial Advisors, LLC
CLOSED0174,853-174,853-100%$5.9K$0-$5.9K2018-08-14
Cedar Hill Associates, LLC
CLOSED012,641-12,641-100%$428$0-$4282018-08-06
Goldman Sachs Group Inc
CLOSED011,772-11,772-100%$398$0-$3982018-08-14
Frontier Wealth Management LLC
CLOSED07,872-7,872-100%$266$0-$2662018-08-14
Amerivest Investment Management LLC
CLOSED04,893-4,893-100%$166$0-$1662018-08-10
Morgan Stanley
CLOSED01,710-1,710-100%$58$0-$582019-04-23
Bank of America Corp
CLOSED01,346-1,346-100%$46$0-$462018-08-14
Advisor Group, Inc.
CLOSED0633-633-100%$22$0-$222018-08-13
Carroll Financial Associates, Inc.
CLOSED030-30-100%$1$0-$12018-07-19
Wells Fargo & Company
CLOSED01-1-100%$0$0$02018-08-01
Parallax Volatility Advisers, L.P.
CLOSED01-1-100%$0$0$02018-08-14
Showing 13 of 13 institutions