American Economic Planning Group’s Western Asset Total Return ETF WBND Stock Holding History

American Economic Planning Group’s Portfolio WBND Stock Details WBND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$587K	Buy	6,134 +689	+13%	+$65.5K	0.16%	49
2019 Q2	$518K	Buy	+5,445	New	+$505K	0.16%	50

Other funds holding WBND

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

MSE

MUFG Securities EMEA London, United Kingdom $6.7B AUM 32.3% 1-Year Est. Return

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJT

Raymond James Trust St. Petersburg, Florida $4.6B AUM 33.54% 1-Year Est. Return

BRC

Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return

American Economic Planning Group's WBND Position: Q3 2019 in Review

American Economic Planning Group increased its Western Asset Total Return ETF (WBND) stake by 13% in Q3 2019, buying an estimated $65.5K and bringing the position to 6,134 shares worth $587K. The position accounts for 0.16% of the portfolio, ranked #49.

American Economic Planning Group first reported a position in WBND in Q2 2019 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold WBND as of Q3 2019.

American Economic Planning Group held 6,134 shares of Western Asset Total Return ETF worth $587K as of Q3 2019.
American Economic Planning Group bought 689 Western Asset Total Return ETF shares in Q3 2019, an estimated $65.5K.
Western Asset Total Return ETF made up 0.16% of American Economic Planning Group's portfolio in Q3 2019, its #49 holding.
American Economic Planning Group first reported a position in Western Asset Total Return ETF in Q2 2019 and has held it in 2 quarters since.
12 funds tracked by Wall St. Rank held Western Asset Total Return ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.