LOCALSHARES INVT TR's ticker is NASH and the CUSIP is 53957P106.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $11,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $11,000 | -8.3% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $12,000 | +9.1% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $11,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $11,000 | +10.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $10,000 | -9.1% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $11,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $11,000 | +10.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $10,000 | -9.1% | 400 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $11,000 | -15.4% | 400 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $13,000 | 0.0% | 400 | 0.0% | 0.00% | -50.0% |
| Q1 2015 | $13,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $13,000 | +18.2% | 400 | 0.0% | 0.00% | +100.0% |
| Q3 2014 | $11,000 | +83.3% | 400 | +100.0% | 0.00% | 0.0% |
| Q2 2014 | $6,000 | +20.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $5,000 | – | 200 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WOODMONT INVESTMENT COUNSEL LLC | 16,100 | $431,000 | 0.13% |
| LBMC INVESTMENT ADVISORS, LLC | 12,882 | $345,000 | 0.07% |
| First Allied Advisory Services, Inc. | 8,258 | $225,000 | 0.01% |
| Virtu KCG Holdings LLC | 15,610 | $419,000 | 0.01% |
| Trust Co | 200 | $5,000 | 0.00% |
| CapWealth Advisors, LLC | 100 | $3,000 | 0.00% |
| Citadel Advisors | 43,290 | $1,153,000 | 0.00% |
| Sandy Spring Bank | 400 | $11,000 | 0.00% |
| BANK OF AMERICA CORP /DE/ | 4,000 | $107,000 | 0.00% |
| MSI Financial Services Inc | 100 | $3,000 | 0.00% |