Cavalier Investments’s Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF ESHY Stock Holding History

Cavalier Investments’s Portfolio ESHY Stock Details ESHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-31,402	Closed	-$732K	–	187
2017 Q2	$732K	Hold	31,402	–	–	0.41%	58
2017 Q1	$739K	Hold	31,402	–	–	0.41%	58
2016 Q4	$736K	Buy	+31,402	New	+$724K	0.47%	45

Other funds holding ESHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cavalier Investments's ESHY Position: Q3 2017 in Review

Cavalier Investments sold out of Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF (ESHY) in Q3 2017, closing a stake of 31,402 shares — an estimated $732K sold.

Cavalier Investments first reported a position in ESHY in Q4 2016 and held it in 3 quarters. The position peaked at $739K in Q1 2017. 3 funds tracked by Wall St. Rank hold ESHY as of Q3 2017.

Cavalier Investments reported no remaining Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF position as of Q3 2017 after selling out during the quarter.
Cavalier Investments sold 31,402 Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF shares in Q3 2017, an estimated $732K.
Cavalier Investments first reported a position in Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF in Q4 2016 and held it in 3 quarters.
Cavalier Investments's Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF position peaked at $739K in Q1 2017.
3 funds tracked by Wall St. Rank held Xtrackers J.P. Morgan ESG USD High Yield Corporate Bond ETF as of Q3 2017.

Based on Cavalier Investments's 13F filing for Q3 2017, filed 2 Nov 2017.