Commonwealth Equity Services
CACG

Commonwealth Equity Services’s Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF CACG Stock Holding History

Commonwealth Equity Services’s Portfolio CACG Stock Details CACG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,956
Closed -$205K – 2991
2019
Q4 		$205K Buy
+5,956
New +$197K ﹤0.01% 2598
2019
Q3 		– Sell
-8,118
Closed -$257K – 2891
2019
Q2 		$257K Sell
8,118
-3,873
-32% -$121K ﹤0.01% 2322
2019
Q1 		$364K Sell
11,991
-2,199
-15% -$64.7K ﹤0.01% 1999
2018
Q4 		$379K Sell
14,190
-4,943
-26% -$143K ﹤0.01% 1851
2018
Q3 		$600K Buy
19,133
+1,174
+7% +$36.4K ﹤0.01% 1664
2018
Q2 		$535K Buy
17,959
+1,551
+9% +$45.5K ﹤0.01% 1694
2018
Q1 		$464K Buy
16,408
+7,544
+85% +$219K ﹤0.01% 1768
2017
Q4 		$247K Sell
8,864
-4,318
-33% -$117K ﹤0.01% 2208
2017
Q3 		$345K Buy
13,182
+2,000
+18% +$51.4K ﹤0.01% 1865
2017
Q2 		$282K Buy
+11,182
New +$281K ﹤0.01% 1958

Other funds holding CACG

AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services's CACG Position: Q1 2020 in Review

Commonwealth Equity Services sold out of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) in Q1 2020, closing a stake of 5,956 shares — an estimated $205K sold.

Commonwealth Equity Services first reported a position in CACG in Q2 2017 and held it in 10 quarters. The position peaked at $600K in Q3 2018. 33 funds tracked by Wall St. Rank hold CACG as of Q1 2020.

  • Commonwealth Equity Services reported no remaining Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position as of Q1 2020 after selling out during the quarter.
  • Commonwealth Equity Services sold 5,956 Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF shares in Q1 2020, an estimated $205K.
  • Commonwealth Equity Services first reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in Q2 2017 and held it in 10 quarters.
  • Commonwealth Equity Services's Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position peaked at $600K in Q3 2018.
  • 33 funds tracked by Wall St. Rank held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF as of Q1 2020.

Based on Commonwealth Equity Services's 13F filing for Q1 2020, filed 11 May 2020.