AG
CPI

Advisor Group’s CPI Inflation Hedged ETF CPI Stock Holding History

Advisor Group’s Portfolio CPI Stock Details CPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-161
Closed -$4K – 5533
2018
Q4 		$4K Sell
161
-158
-50% -$4.33K ﹤0.01% 4681
2018
Q3 		$9K Hold
319
– – ﹤0.01% 4368
2018
Q2 		$9K Hold
319
– – ﹤0.01% 4162
2018
Q1 		$9K Hold
319
– – ﹤0.01% 4189
2017
Q4 		$9K Hold
319
– – ﹤0.01% 4185
2017
Q3 		$9K Hold
319
– – ﹤0.01% 4068
2017
Q2 		$9K Buy
319
+161
+102% +$4.39K ﹤0.01% 4023
2017
Q1 		$4K Hold
158
– – ﹤0.01% 4264
2016
Q4 		$4K Buy
+158
New +$4.24K ﹤0.01% 4088

Other funds holding CPI

GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Advisor Group's CPI Position: Q1 2019 in Review

Advisor Group sold out of CPI Inflation Hedged ETF (CPI) in Q1 2019, closing a stake of 161 shares — an estimated $4K sold.

Advisor Group first reported a position in CPI in Q4 2016 and held it in 9 quarters. The position peaked at $9K in Q3 2018. 13 funds tracked by Wall St. Rank hold CPI as of Q1 2019.

  • Advisor Group reported no remaining CPI Inflation Hedged ETF position as of Q1 2019 after selling out during the quarter.
  • Advisor Group sold 161 CPI Inflation Hedged ETF shares in Q1 2019, an estimated $4K.
  • Advisor Group first reported a position in CPI Inflation Hedged ETF in Q4 2016 and held it in 9 quarters.
  • Advisor Group's CPI Inflation Hedged ETF position peaked at $9K in Q3 2018.
  • 13 funds tracked by Wall St. Rank held CPI Inflation Hedged ETF as of Q1 2019.

Based on Advisor Group's 13F filing for Q1 2019, filed 9 May 2019.