BRC
CACG

Bell Rock Capital’s Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF CACG Stock Holding History

Bell Rock Capital’s Portfolio CACG Stock Details CACG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,885
Closed -$91K – 385
2019
Q3 		$91K Buy
+2,885
New +$92.3K 0.08% 160

Other funds holding CACG

AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bell Rock Capital's CACG Position: Q4 2019 in Review

Bell Rock Capital sold out of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) in Q4 2019, closing a stake of 2,885 shares — an estimated $91K sold.

Bell Rock Capital first reported a position in CACG in Q3 2019 and held it in 1 quarter. The position peaked at $91K in Q3 2019. 33 funds tracked by Wall St. Rank hold CACG as of Q4 2019.

  • Bell Rock Capital reported no remaining Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position as of Q4 2019 after selling out during the quarter.
  • Bell Rock Capital sold 2,885 Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF shares in Q4 2019, an estimated $91K.
  • Bell Rock Capital first reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in Q3 2019 and held it in 1 quarter.
  • Bell Rock Capital's Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position peaked at $91K in Q3 2019.
  • 33 funds tracked by Wall St. Rank held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF as of Q4 2019.

Based on Bell Rock Capital's 13F filing for Q4 2019, filed 3 Feb 2020.