AG
IBLN

Advisor Group’s Direxion iBillionaire Index ETF IBLN Stock Holding History

Advisor Group’s Portfolio IBLN Stock Details IBLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-400
Closed -$10K – 4746
2016
Q3 		$10K Sell
400
-43
-10% -$1.09K ﹤0.01% 3582
2016
Q2 		$10K Buy
+443
New +$10.8K ﹤0.01% 3507

Other funds holding IBLN

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisor Group's IBLN Position: Q4 2016 in Review

Advisor Group sold out of Direxion iBillionaire Index ETF (IBLN) in Q4 2016, closing a stake of 400 shares — an estimated $10K sold.

Advisor Group first reported a position in IBLN in Q2 2016 and held it in 2 quarters. The position peaked at $10K in Q3 2016. 12 funds tracked by Wall St. Rank hold IBLN as of Q4 2016.

  • Advisor Group reported no remaining Direxion iBillionaire Index ETF position as of Q4 2016 after selling out during the quarter.
  • Advisor Group sold 400 Direxion iBillionaire Index ETF shares in Q4 2016, an estimated $10K.
  • Advisor Group first reported a position in Direxion iBillionaire Index ETF in Q2 2016 and held it in 2 quarters.
  • Advisor Group's Direxion iBillionaire Index ETF position peaked at $10K in Q3 2016.
  • 12 funds tracked by Wall St. Rank held Direxion iBillionaire Index ETF as of Q4 2016.

Based on Advisor Group's 13F filing for Q4 2016, filed 31 Jan 2017.