CA
INC

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

Cetera Advisors’s Portfolio INC Stock Details INC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-10,610
Closed -$1.06M – 910
2017
Q4 		$1.06M Buy
10,610
+7,127
+205% +$715K 0.06% 287
2017
Q3 		$352K Buy
+3,483
New +$352K 0.02% 567

Other funds holding INC

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cetera Advisors's INC Position: Q1 2018 in Review

Cetera Advisors sold out of ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) (INC) in Q1 2018, closing a stake of 10,610 shares — an estimated $1.06M sold.

Cetera Advisors first reported a position in INC in Q3 2017 and held it in 2 quarters. The position peaked at $1.06M in Q4 2017. 1 fund tracked by Wall St. Rank holds INC as of Q1 2018.

  • Cetera Advisors 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 Advisors sold 10,610 ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) shares in Q1 2018, an estimated $1.06M.
  • Cetera Advisors 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 Advisors's ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position peaked at $1.06M in Q4 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 Advisors's 13F filing for Q1 2018, filed 9 May 2018.