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Avidian Wealth Enterprises’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Avidian Wealth Enterprises’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
Q4 		– Sell
-15,800
Closed -$1.2M – 107
2018
Q3 		$1.2M Buy
+15,800
New +$1.18M 0.37% 26

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
HMS Capital Management Nashville, Tennessee $259M AUM 28.96% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Avidian Wealth Enterprises's IGHG Position: Q4 2018 in Review

Avidian Wealth Enterprises sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q4 2018, closing a stake of 15,800 shares — an estimated $1.2M sold.

Avidian Wealth Enterprises first reported a position in IGHG in Q3 2018 and held it in 1 quarter. The position peaked at $1.2M in Q3 2018. 60 funds tracked by Wall St. Rank hold IGHG as of Q4 2018.

  • Avidian Wealth Enterprises reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q4 2018 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 15,800 ProShares Investment Grade-Interest Rate Hedged shares in Q4 2018, an estimated $1.2M.
  • Avidian Wealth Enterprises first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q3 2018 and held it in 1 quarter.
  • Avidian Wealth Enterprises's ProShares Investment Grade-Interest Rate Hedged position peaked at $1.2M in Q3 2018.
  • 60 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q4 2018.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2018, filed 14 Feb 2019.