Cetera Advisor Networks’s ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) INC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-11,521
Closed -$1.16M 1040
2017
Q4
$1.16M Sell
11,521
-213
-2% -$21.4K 0.05% 325
2017
Q3
$1.18M Buy
+11,734
New +$1.18M 0.05% 295

Other funds holding INC

Cetera Advisor Networks's INC Position: Q1 2018 in Review

Cetera Advisor Networks sold out of ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) (INC) in Q1 2018, closing a stake of 11,521 shares — an estimated $1.16M sold.

Cetera Advisor Networks first reported a position in INC in Q3 2017 and held it in 2 quarters. The position peaked at $1.18M in Q3 2017. 1 fund tracked by Wall St. Rank holds INC as of Q1 2018.

  • Cetera Advisor Networks reported no remaining ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position as of Q1 2018 after selling out during the quarter.
  • Cetera Advisor Networks sold 11,521 ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) shares in Q1 2018, an estimated $1.16M.
  • Cetera Advisor Networks first reported a position in ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) in Q3 2017 and held it in 2 quarters.
  • Cetera Advisor Networks's ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position peaked at $1.18M in Q3 2017.
  • 1 fund tracked by Wall St. Rank held ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) as of Q1 2018.

Based on Cetera Advisor Networks's 13F filing for Q1 2018, filed 9 May 2018.