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Concourse Financial Group Securities’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Concourse Financial Group Securities’s Portfolio SHAG Stock Details SHAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-24,538
Closed -$1.21M – 2395
2018
Q4 		$1.2M Buy
+24,538
New +$1.19M 0.14% 134

Other funds holding SHAG

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Jane Street
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
EFS
Econ Financial Services Harrisburg, Pennsylvania $214M AUM 10.53% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

Concourse Financial Group Securities's SHAG Position: Q1 2019 in Review

Concourse Financial Group Securities sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q1 2019, closing a stake of 24,538 shares — an estimated $1.21M sold.

Concourse Financial Group Securities first reported a position in SHAG in Q4 2018 and held it in 1 quarter. The position peaked at $1.2M in Q4 2018. 20 funds tracked by Wall St. Rank hold SHAG as of Q1 2019.

  • Concourse Financial Group Securities reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q1 2019 after selling out during the quarter.
  • Concourse Financial Group Securities sold 24,538 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q1 2019, an estimated $1.21M.
  • Concourse Financial Group Securities first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q4 2018 and held it in 1 quarter.
  • Concourse Financial Group Securities's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $1.2M in Q4 2018.
  • 20 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q1 2019.

Based on Concourse Financial Group Securities's 13F filing for Q1 2019, filed 15 May 2019.