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Advisor Group’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Advisor Group’s Portfolio SNPE Stock Details SNPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$5.3M Buy
189,889
+23,754
+14% +$633K 0.04% 400
2019
Q3 		$4.26M Buy
+166,135
New +$4.24M 0.03% 463

Other funds holding SNPE

PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor Group's SNPE Position: Q4 2019 in Review

Advisor Group increased its Xtrackers S&P 500 ESG ETF (SNPE) stake by 14% in Q4 2019, buying an estimated $633K and bringing the position to 189,889 shares worth $5.3M. The position accounts for 0.04% of the portfolio, ranked #400.

Advisor Group first reported a position in SNPE in Q3 2019 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold SNPE as of Q4 2019.

  • Advisor Group held 189,889 shares of Xtrackers S&P 500 ESG ETF worth $5.3M as of Q4 2019.
  • Advisor Group bought 23,754 Xtrackers S&P 500 ESG ETF shares in Q4 2019, an estimated $633K.
  • Xtrackers S&P 500 ESG ETF made up 0.04% of Advisor Group's portfolio in Q4 2019, its #400 holding.
  • Advisor Group first reported a position in Xtrackers S&P 500 ESG ETF in Q3 2019 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q4 2019.

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