AG
IPU

Advisor Group’s SPDR S&P International Utilities Sector IPU Stock Holding History

Advisor Group’s Portfolio IPU Stock Details IPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-278
Closed -$5K – 5103
2017
Q2 		$5K Hold
278
– – ﹤0.01% 4285
2017
Q1 		$4K Hold
278
– – ﹤0.01% 4255
2016
Q4 		$4K Hold
278
– – ﹤0.01% 4078
2016
Q3 		$5K Hold
278
– – ﹤0.01% 3944
2016
Q2 		$4K Buy
+278
New +$4.55K ﹤0.01% 3928

Advisor Group's IPU Position: Q3 2017 in Review

Advisor Group sold out of SPDR S&P International Utilities Sector (IPU) in Q3 2017, closing a stake of 278 shares — an estimated $5K sold.

Advisor Group first reported a position in IPU in Q2 2016 and held it in 5 quarters. The position peaked at $5K in Q2 2017. 0 funds tracked by Wall St. Rank hold IPU as of Q3 2017.

  • Advisor Group reported no remaining SPDR S&P International Utilities Sector position as of Q3 2017 after selling out during the quarter.
  • Advisor Group sold 278 SPDR S&P International Utilities Sector shares in Q3 2017, an estimated $5K.
  • Advisor Group first reported a position in SPDR S&P International Utilities Sector in Q2 2016 and held it in 5 quarters.
  • Advisor Group's SPDR S&P International Utilities Sector position peaked at $5K in Q2 2017.
  • 0 funds tracked by Wall St. Rank held SPDR S&P International Utilities Sector as of Q3 2017.

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