AE Wealth Management’s Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF ESHY Stock Holding History

AE Wealth Management’s Portfolio ESHY Stock Details ESHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-12,142	Closed	-$269K	–	1299
2019 Q4	$269K	Buy	+12,142	New	+$266K	0.01%	949

Other funds holding ESHY

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OIA

Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AE Wealth Management's ESHY Position: Q1 2020 in Review

AE Wealth Management sold out of Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF (ESHY) in Q1 2020, closing a stake of 12,142 shares — an estimated $269K sold.

AE Wealth Management first reported a position in ESHY in Q4 2019 and held it in 1 quarter. The position peaked at $269K in Q4 2019. 8 funds tracked by Wall St. Rank hold ESHY as of Q1 2020.

AE Wealth Management reported no remaining Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
AE Wealth Management sold 12,142 Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF shares in Q1 2020, an estimated $269K.
AE Wealth Management first reported a position in Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF in Q4 2019 and held it in 1 quarter.
AE Wealth Management's Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF position peaked at $269K in Q4 2019.
8 funds tracked by Wall St. Rank held Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF as of Q1 2020.

Based on AE Wealth Management's 13F filing for Q1 2020, filed 7 May 2020.