AEPG
IGHG icon

American Economic Planning Group’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

American Economic Planning Group’s Portfolio IGHG Stock Details IGHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-3,000
Closed -$229K – 77
2018
Q1 		$229K Buy
+3,000
New +$232K 0.08% 79

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

American Economic Planning Group's IGHG Position: Q2 2018 in Review

American Economic Planning Group sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q2 2018, closing a stake of 3,000 shares — an estimated $229K sold.

American Economic Planning Group first reported a position in IGHG in Q1 2018 and held it in 1 quarter. The position peaked at $229K in Q1 2018. 61 funds tracked by Wall St. Rank hold IGHG as of Q2 2018.

  • American Economic Planning Group reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q2 2018 after selling out during the quarter.
  • American Economic Planning Group sold 3,000 ProShares Investment Grade-Interest Rate Hedged shares in Q2 2018, an estimated $229K.
  • American Economic Planning Group first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q1 2018 and held it in 1 quarter.
  • American Economic Planning Group's ProShares Investment Grade-Interest Rate Hedged position peaked at $229K in Q1 2018.
  • 61 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q2 2018.

Based on American Economic Planning Group's 13F filing for Q2 2018, filed 14 Aug 2018.