AWM
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AE Wealth Management’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

AE Wealth Management’s Portfolio IDGT Stock Details IDGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-5,705
Closed -$263K – 438
2017
Q3 		$263K Sell
5,705
-125
-2% -$5.73K 0.02% 330
2017
Q2 		$267K Buy
+5,830
New +$265K 0.03% 315

Other funds holding IDGT

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Goldman Sachs
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HCMNY
Howard Capital Management (New York) New York $891M AUM 34.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RVM
Robinson Value Management San Antonio, Texas $180M AUM 24.17% 1-Year Est. Return

AE Wealth Management's IDGT Position: Q4 2017 in Review

AE Wealth Management sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q4 2017, closing a stake of 5,705 shares — an estimated $263K sold.

AE Wealth Management first reported a position in IDGT in Q2 2017 and held it in 2 quarters. The position peaked at $267K in Q2 2017. 32 funds tracked by Wall St. Rank hold IDGT as of Q4 2017.

  • AE Wealth Management reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q4 2017 after selling out during the quarter.
  • AE Wealth Management sold 5,705 iShares US Digital Infrastructure and Real Estate ETF shares in Q4 2017, an estimated $263K.
  • AE Wealth Management first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q2 2017 and held it in 2 quarters.
  • AE Wealth Management's iShares US Digital Infrastructure and Real Estate ETF position peaked at $267K in Q2 2017.
  • 32 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q4 2017.

Based on AE Wealth Management's 13F filing for Q4 2017, filed 6 Feb 2018.