Advisor Group’s iShares Edge MSCI Multifactor Energy ETF ERGF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-5,530
Closed -$159K 5367
2018
Q2
$159K Hold
5,530
﹤0.01% 2156
2018
Q1
$147K Buy
5,530
+170
+3% +$4.68K ﹤0.01% 2229
2017
Q4
$152K Buy
5,360
+290
+6% +$7.72K ﹤0.01% 2229
2017
Q3
$129K Buy
5,070
+3,170
+167% +$77.5K ﹤0.01% 2197
2017
Q2
$46K Buy
+1,900
New +$47.4K ﹤0.01% 2905

Advisor Group's ERGF Position: Q3 2018 in Review

Advisor Group sold out of iShares Edge MSCI Multifactor Energy ETF (ERGF) in Q3 2018, closing a stake of 5,530 shares — an estimated $159K sold.

Advisor Group first reported a position in ERGF in Q2 2017 and held it in 5 quarters. The position peaked at $159K in Q2 2018. 0 funds tracked by Wall St. Rank hold ERGF as of Q3 2018.

  • Advisor Group reported no remaining iShares Edge MSCI Multifactor Energy ETF position as of Q3 2018 after selling out during the quarter.
  • Advisor Group sold 5,530 iShares Edge MSCI Multifactor Energy ETF shares in Q3 2018, an estimated $159K.
  • Advisor Group first reported a position in iShares Edge MSCI Multifactor Energy ETF in Q2 2017 and held it in 5 quarters.
  • Advisor Group's iShares Edge MSCI Multifactor Energy ETF position peaked at $159K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held iShares Edge MSCI Multifactor Energy ETF as of Q3 2018.

Based on Advisor Group's 13F filing for Q3 2018, filed 14 Nov 2018.