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BOK Financial Private Wealth’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

BOK Financial Private Wealth’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
2017
Q1 		– Sell
-2,810
Closed -$214K – 140
2016
Q4 		$214K Hold
2,810
– – 0.03% 134
2016
Q3 		$209K Hold
2,810
– – 0.03% 138
2016
Q2 		$203K Buy
+2,810
New +$205K 0.03% 130

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HIC
Holderness Investments Company Greensboro, North Carolina $498M AUM 34.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

BOK Financial Private Wealth's IGHG Position: Q1 2017 in Review

BOK Financial Private Wealth sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q1 2017, closing a stake of 2,810 shares — an estimated $214K sold.

BOK Financial Private Wealth first reported a position in IGHG in Q2 2016 and held it in 3 quarters. The position peaked at $214K in Q4 2016. 35 funds tracked by Wall St. Rank hold IGHG as of Q1 2017.

  • BOK Financial Private Wealth reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q1 2017 after selling out during the quarter.
  • BOK Financial Private Wealth sold 2,810 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2017, an estimated $214K.
  • BOK Financial Private Wealth first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q2 2016 and held it in 3 quarters.
  • BOK Financial Private Wealth's ProShares Investment Grade-Interest Rate Hedged position peaked at $214K in Q4 2016.
  • 35 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2017.

Based on BOK Financial Private Wealth's 13F filing for Q1 2017, filed 9 May 2017.