CRWM
ESCR

Castle Rock Wealth Management’s Xtrackers Bloomberg US Investment Grade Corporate ESG ETF ESCR Stock Holding History

Castle Rock Wealth Management’s Portfolio ESCR Stock Details ESCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-8,901
Closed -$207K – 193
2019
Q2 		$207K Buy
+8,901
New +$207K 0.23% 134

Other funds holding ESCR

FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Castle Rock Wealth Management's ESCR Position: Q3 2019 in Review

Castle Rock Wealth Management sold out of Xtrackers Bloomberg US Investment Grade Corporate ESG ETF (ESCR) in Q3 2019, closing a stake of 8,901 shares — an estimated $207K sold.

Castle Rock Wealth Management first reported a position in ESCR in Q2 2019 and held it in 1 quarter. The position peaked at $207K in Q2 2019. 9 funds tracked by Wall St. Rank hold ESCR as of Q3 2019.

  • Castle Rock Wealth Management reported no remaining Xtrackers Bloomberg US Investment Grade Corporate ESG ETF position as of Q3 2019 after selling out during the quarter.
  • Castle Rock Wealth Management sold 8,901 Xtrackers Bloomberg US Investment Grade Corporate ESG ETF shares in Q3 2019, an estimated $207K.
  • Castle Rock Wealth Management first reported a position in Xtrackers Bloomberg US Investment Grade Corporate ESG ETF in Q2 2019 and held it in 1 quarter.
  • Castle Rock Wealth Management's Xtrackers Bloomberg US Investment Grade Corporate ESG ETF position peaked at $207K in Q2 2019.
  • 9 funds tracked by Wall St. Rank held Xtrackers Bloomberg US Investment Grade Corporate ESG ETF as of Q3 2019.

Based on Castle Rock Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.