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Advisor Group’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Advisor Group’s Portfolio LRGE Stock Details LRGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$72K Sell
1,881
-135
-7% -$4.91K ﹤0.01% 3176
2019
Q3 		$70K Buy
2,016
+276
+16% +$9.68K ﹤0.01% 3151
2019
Q2 		$60K Buy
1,740
+35
+2% +$1.2K ﹤0.01% 3232
2019
Q1 		$56K Buy
+1,705
New +$54.3K ﹤0.01% 3296

Other funds holding LRGE

AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
GLA
Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

Advisor Group's LRGE Position: Q4 2019 in Review

Advisor Group reduced its ClearBridge Large Cap Growth Select ETF (LRGE) stake by 6.7% in Q4 2019, selling an estimated $4.91K and leaving 1,881 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #3176.

Advisor Group first reported a position in LRGE in Q1 2019 and has held it in 4 quarters since. 19 funds tracked by Wall St. Rank hold LRGE as of Q4 2019.

  • Advisor Group held 1,881 shares of ClearBridge Large Cap Growth Select ETF worth $72K as of Q4 2019.
  • Advisor Group sold 135 ClearBridge Large Cap Growth Select ETF shares in Q4 2019, an estimated $4.91K.
  • ClearBridge Large Cap Growth Select ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3176 holding.
  • Advisor Group first reported a position in ClearBridge Large Cap Growth Select ETF in Q1 2019 and has held it in 4 quarters since.
  • 19 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q4 2019.

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