Commonwealth Equity Services
INC

Commonwealth Equity Services’s ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) INC Stock Holding History

Commonwealth Equity Services’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
-2,192
Closed -$220K – 2848
2017
Q4 		$220K Buy
+2,192
New +$220K ﹤0.01% 2303
2017
Q1 		– Sell
-10,610
Closed -$1.05M – 2534
2016
Q4 		$1.05M Sell
10,610
-1,644
-13% -$163K 0.01% 1011
2016
Q3 		$1.24M Buy
12,254
+5,958
+95% +$604K 0.01% 897
2016
Q2 		$632K Buy
+6,296
New +$623K 0.01% 1215

Other funds holding INC

IA
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Commonwealth Equity Services's INC Position: Q1 2018 in Review

Commonwealth Equity Services sold out of ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) (INC) in Q1 2018, closing a stake of 2,192 shares — an estimated $220K sold.

Commonwealth Equity Services first reported a position in INC in Q2 2016 and held it in 4 quarters. The position peaked at $1.24M in Q3 2016. 1 fund tracked by Wall St. Rank holds INC as of Q1 2018.

  • Commonwealth Equity Services reported no remaining ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position as of Q1 2018 after selling out during the quarter.
  • Commonwealth Equity Services sold 2,192 ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) shares in Q1 2018, an estimated $220K.
  • Commonwealth Equity Services first reported a position in ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) in Q2 2016 and held it in 4 quarters.
  • Commonwealth Equity Services's ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) position peaked at $1.24M in Q3 2016.
  • 1 fund tracked by Wall St. Rank held ISHARES U S ETF TRFXD INCOME BALANCED RISK ETF (DE) as of Q1 2018.

Based on Commonwealth Equity Services's 13F filing for Q1 2018, filed 14 May 2018.