Avior Wealth Management’s Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes FLGE Stock Holding History

Avior Wealth Management’s Portfolio FLGE Stock Details FLGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-213	Closed	-$40K	–	744
2018 Q4	$40K	Buy	+213	New	+$51K	0.01%	479
2017 Q2	–	Sell	-3,395	Closed	-$554K	–	505
2017 Q1	$554K	Buy	+3,395	New	+$526K	0.19%	110

Other funds holding FLGE

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

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

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Avior Wealth Management's FLGE Position: Q1 2019 in Review

Avior Wealth Management sold out of Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes (FLGE) in Q1 2019, closing a stake of 213 shares — an estimated $40K sold.

Avior Wealth Management first reported a position in FLGE in Q1 2017 and held it in 2 quarters. The position peaked at $554K in Q1 2017. 34 funds tracked by Wall St. Rank hold FLGE as of Q1 2019.

Avior Wealth Management reported no remaining Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes position as of Q1 2019 after selling out during the quarter.
Avior Wealth Management sold 213 Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes shares in Q1 2019, an estimated $40K.
Avior Wealth Management first reported a position in Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes in Q1 2017 and held it in 2 quarters.
Avior Wealth Management's Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes position peaked at $554K in Q1 2017.
34 funds tracked by Wall St. Rank held Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes as of Q1 2019.

Based on Avior Wealth Management's 13F filing for Q1 2019, filed 8 May 2019.