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Cougar Global Investments’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Cougar Global Investments’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-99
Closed -$3K – 21
2019
Q4 		$3K Hold
99
– – ﹤0.01% 17
2019
Q3 		$3K Hold
99
– – ﹤0.01% 17
2019
Q2 		$3K Sell
99
-2
-2% -$50 ﹤0.01% 17
2019
Q1 		$3K Buy
+101
New +$2.46K ﹤0.01% 17

Other funds holding SUSC

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Cougar Global Investments's SUSC Position: Q1 2020 in Review

Cougar Global Investments sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2020, closing a stake of 99 shares — an estimated $3K sold.

Cougar Global Investments first reported a position in SUSC in Q1 2019 and held it in 4 quarters. The position peaked at $3K in Q4 2019. 60 funds tracked by Wall St. Rank hold SUSC as of Q1 2020.

  • Cougar Global Investments reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Cougar Global Investments sold 99 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2020, an estimated $3K.
  • Cougar Global Investments first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2019 and held it in 4 quarters.
  • Cougar Global Investments's iShares ESG Aware USD Corporate Bond ETF position peaked at $3K in Q4 2019.
  • 60 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2020.

Based on Cougar Global Investments's 13F filing for Q1 2020, filed 13 Apr 2020.