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Calton & Associates’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Calton & Associates’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
Q1 		– Sell
-959
Closed -$74K – 782
2017
Q4 		$74K Buy
+959
New +$73.8K 0.02% 556

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Calton & Associates's IGHG Position: Q1 2018 in Review

Calton & Associates sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q1 2018, closing a stake of 959 shares — an estimated $74K sold.

Calton & Associates first reported a position in IGHG in Q4 2017 and held it in 1 quarter. The position peaked at $74K in Q4 2017. 64 funds tracked by Wall St. Rank hold IGHG as of Q1 2018.

  • Calton & Associates reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 959 ProShares Investment Grade-Interest Rate Hedged shares in Q1 2018, an estimated $74K.
  • Calton & Associates first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's ProShares Investment Grade-Interest Rate Hedged position peaked at $74K in Q4 2017.
  • 64 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.