Avestar Capital’s ClearBridge Large Cap Growth Select ETF LRGE Stock Holding History

Avestar Capital’s Portfolio LRGE Stock Details LRGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-400	Closed	-$13K	–	552
2019 Q2	$13K	Hold	400	–	–	0.01%	461
2019 Q1	$13K	Sell	400 -150	-27%	-$4.77K	0.01%	439
2018 Q4	$15K	Buy	550 +100	+22%	+$3.11K	0.01%	375
2018 Q3	$15K	Hold	450	–	–	0.01%	409
2018 Q2	$14K	Buy	+450	New	+$14.2K	0.01%	410

Other funds holding LRGE

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

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

SAS

Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return

GLA

Good Life Advisors Reading, Pennsylvania $1.6B AUM 15.83% 1-Year Est. Return

FCA

FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return

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

Avestar Capital's LRGE Position: Q3 2019 in Review

Avestar Capital sold out of ClearBridge Large Cap Growth Select ETF (LRGE) in Q3 2019, closing a stake of 400 shares — an estimated $13K sold.

Avestar Capital first reported a position in LRGE in Q2 2018 and held it in 5 quarters. The position peaked at $15K in Q4 2018. 17 funds tracked by Wall St. Rank hold LRGE as of Q3 2019.

Avestar Capital reported no remaining ClearBridge Large Cap Growth Select ETF position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 400 ClearBridge Large Cap Growth Select ETF shares in Q3 2019, an estimated $13K.
Avestar Capital first reported a position in ClearBridge Large Cap Growth Select ETF in Q2 2018 and held it in 5 quarters.
Avestar Capital's ClearBridge Large Cap Growth Select ETF position peaked at $15K in Q4 2018.
17 funds tracked by Wall St. Rank held ClearBridge Large Cap Growth Select ETF as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.