AG
CEFL

Advisor Group’s ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN CEFL Stock Holding History

Advisor Group’s Portfolio CEFL Stock Details CEFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-263
Closed -$5K – 5138
2017
Q2 		$5K Hold
263
– – ﹤0.01% 4292
2017
Q1 		$5K Buy
+263
New +$4.51K ﹤0.01% 4168

Other funds holding CEFL

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DSN
D. Scott Neal Lexington, Kentucky $216M AUM 33.28% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Advisor Group's CEFL Position: Q3 2017 in Review

Advisor Group sold out of ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN (CEFL) in Q3 2017, closing a stake of 263 shares — an estimated $5K sold.

Advisor Group first reported a position in CEFL in Q1 2017 and held it in 2 quarters. The position peaked at $5K in Q2 2017. 8 funds tracked by Wall St. Rank hold CEFL as of Q3 2017.

  • Advisor Group reported no remaining ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN position as of Q3 2017 after selling out during the quarter.
  • Advisor Group sold 263 ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN shares in Q3 2017, an estimated $5K.
  • Advisor Group first reported a position in ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN in Q1 2017 and held it in 2 quarters.
  • Advisor Group's ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN position peaked at $5K in Q2 2017.
  • 8 funds tracked by Wall St. Rank held ETRACS Monthly Pay 2xLeveraged Closed-End Fund ETN as of Q3 2017.

Based on Advisor Group's 13F filing for Q3 2017, filed 6 Nov 2017.