American Portfolios Advisors’s Xtrackers Bloomberg US Investment Grade Corporate ESG ETF ESCR Stock Holding History

American Portfolios Advisors’s Portfolio ESCR Stock Details ESCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-500	Closed	-$11.6K	–	2799
2019 Q1	$11.6K	Hold	500	–	–	﹤0.01%	1774
2018 Q4	$11.2K	Hold	500	–	–	﹤0.01%	1576
2018 Q3	$11.9K	Hold	500	–	–	﹤0.01%	1688
2018 Q2	$11.8K	Hold	500	–	–	﹤0.01%	1665
2018 Q1	$12.1K	Buy	+500	New	+$12.2K	﹤0.01%	1570

Other funds holding ESCR

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

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

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

American Portfolios Advisors's ESCR Position: Q2 2019 in Review

American Portfolios Advisors sold out of Xtrackers Bloomberg US Investment Grade Corporate ESG ETF (ESCR) in Q2 2019, closing a stake of 500 shares — an estimated $11.6K sold.

American Portfolios Advisors first reported a position in ESCR in Q1 2018 and held it in 5 quarters. The position peaked at $12.1K in Q1 2018. 9 funds tracked by Wall St. Rank hold ESCR as of Q2 2019.

American Portfolios Advisors reported no remaining Xtrackers Bloomberg US Investment Grade Corporate ESG ETF position as of Q2 2019 after selling out during the quarter.
American Portfolios Advisors sold 500 Xtrackers Bloomberg US Investment Grade Corporate ESG ETF shares in Q2 2019, an estimated $11.6K.
American Portfolios Advisors first reported a position in Xtrackers Bloomberg US Investment Grade Corporate ESG ETF in Q1 2018 and held it in 5 quarters.
American Portfolios Advisors's Xtrackers Bloomberg US Investment Grade Corporate ESG ETF position peaked at $12.1K in Q1 2018.
9 funds tracked by Wall St. Rank held Xtrackers Bloomberg US Investment Grade Corporate ESG ETF as of Q2 2019.

Based on American Portfolios Advisors's 13F filing for Q2 2019, filed 24 Mar 2023.