AG
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Advisor Group’s Loop Industries LOOP Stock Holding History

Advisor Group’s Portfolio LOOP Stock Details LOOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2K Sell
169
-400
-70% -$4.3K ﹤0.01% 4994
2019
Q3 		$7K Buy
569
+400
+237% +$5.45K ﹤0.01% 4507
2019
Q2 		$2K Buy
169
+100
+145% +$779 ﹤0.01% 4981
2019
Q1 		$1K Hold
69
– – ﹤0.01% 5085
2018
Q4 		$1K Hold
69
– – ﹤0.01% 4977
2018
Q3 		$1K Hold
69
– – ﹤0.01% 4978
2018
Q2 		$1K Hold
69
– – ﹤0.01% 4808
2018
Q1 		$1K Hold
69
– – ﹤0.01% 4822
2017
Q4 		$1K Buy
+69
New +$956 ﹤0.01% 4831

Other funds holding LOOP

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JHCP
Jackson Hole Capital Partners Tulsa, Oklahoma $605M AUM 22.77% 1-Year Est. Return
KPW
Kore Private Wealth New York $554M AUM 17.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Advisor Group's LOOP Position: Q4 2019 in Review

Advisor Group reduced its Loop Industries (LOOP) stake by 70% in Q4 2019, selling an estimated $4.3K and leaving 169 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #4994.

Advisor Group first reported a position in LOOP in Q4 2017 and has held it in 9 quarters since. The position peaked at $7K in Q3 2019. 40 funds tracked by Wall St. Rank hold LOOP as of Q4 2019.

  • Advisor Group held 169 shares of Loop Industries worth $2K as of Q4 2019.
  • Advisor Group sold 400 Loop Industries shares in Q4 2019, an estimated $4.3K.
  • Loop Industries made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4994 holding.
  • Advisor Group first reported a position in Loop Industries in Q4 2017 and has held it in 9 quarters since.
  • Advisor Group's Loop Industries position peaked at $7K in Q3 2019.
  • 40 funds tracked by Wall St. Rank held Loop Industries as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.