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Advisor Group’s Barron's 400 ETF BFOR Stock Holding History

Advisor Group’s Portfolio BFOR Stock Details BFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$65K Sell
6,036
-1,612
-21% -$16.6K ﹤0.01% 3233
2019
Q3 		$76K Sell
7,648
-3,728
-33% -$37K ﹤0.01% 3091
2019
Q2 		$115K Sell
11,376
-3,304
-23% -$33.3K ﹤0.01% 2751
2019
Q1 		$147K Buy
14,680
+52
+0.4% +$514 ﹤0.01% 2533
2018
Q4 		$129K Buy
14,628
+1,444
+11% +$14.4K ﹤0.01% 2423
2018
Q3 		$148K Buy
13,184
+2,160
+20% +$24.3K ﹤0.01% 2425
2018
Q2 		$120K Sell
11,024
-180
-2% -$1.93K ﹤0.01% 2376
2018
Q1 		$117K Sell
11,204
-2,600
-19% -$27.5K ﹤0.01% 2435
2017
Q4 		$144K Buy
13,804
+5,764
+72% +$58.6K ﹤0.01% 2274
2017
Q3 		$80K Buy
8,040
+5,640
+235% +$53.5K ﹤0.01% 2587
2017
Q2 		$23K Hold
2,400
– – ﹤0.01% 3408
2017
Q1 		$22K Sell
2,400
-9,784
-80% -$88K ﹤0.01% 3306
2016
Q4 		$107K Buy
12,184
+3,056
+33% +$25.5K ﹤0.01% 2010
2016
Q3 		$73K Sell
9,128
-23,340
-72% -$186K ﹤0.01% 2239
2016
Q2 		$246K Buy
+32,468
New +$246K 0.01% 1320

Other funds holding BFOR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisor Group's BFOR Position: Q4 2019 in Review

Advisor Group reduced its Barron's 400 ETF (BFOR) stake by 21% in Q4 2019, selling an estimated $16.6K and leaving 6,036 shares worth $65K. The position accounts for ﹤0.01% of the portfolio, ranked #3233.

Advisor Group first reported a position in BFOR in Q2 2016 and has held it in 15 quarters since. The position peaked at $246K in Q2 2016. 26 funds tracked by Wall St. Rank hold BFOR as of Q4 2019.

  • Advisor Group held 6,036 shares of Barron's 400 ETF worth $65K as of Q4 2019.
  • Advisor Group sold 1,612 Barron's 400 ETF shares in Q4 2019, an estimated $16.6K.
  • Barron's 400 ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3233 holding.
  • Advisor Group first reported a position in Barron's 400 ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Barron's 400 ETF position peaked at $246K in Q2 2016.
  • 26 funds tracked by Wall St. Rank held Barron's 400 ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.