BCA
FLGE

Berman Capital Advisors’s Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes FLGE Stock Holding History

Berman Capital Advisors’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
-616
Closed -$116K – 1526
2018
Q4 		$116K Buy
+616
New +$148K 0.05% 158

Other funds holding FLGE

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Citadel Advisors
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
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

Berman Capital Advisors's FLGE Position: Q1 2019 in Review

Berman Capital Advisors sold out of Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes (FLGE) in Q1 2019, closing a stake of 616 shares — an estimated $116K sold.

Berman Capital Advisors first reported a position in FLGE in Q4 2018 and held it in 1 quarter. The position peaked at $116K in Q4 2018. 34 funds tracked by Wall St. Rank hold FLGE as of Q1 2019.

  • Berman Capital Advisors reported no remaining Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes position as of Q1 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 616 Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes shares in Q1 2019, an estimated $116K.
  • Berman Capital Advisors first reported a position in Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes in Q4 2018 and held it in 1 quarter.
  • Berman Capital Advisors's Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes position peaked at $116K in Q4 2018.
  • 34 funds tracked by Wall St. Rank held Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes as of Q1 2019.

Based on Berman Capital Advisors's 13F filing for Q1 2019, filed 8 May 2019.