DWM
FBGX

Destination Wealth Management’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

Destination Wealth Management’s Portfolio FBGX Stock Details FBGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-113
Closed -$21K – 743
2018
Q4 		$21K Buy
+113
New +$27.1K ﹤0.01% 353

Other funds holding FBGX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Destination Wealth Management's FBGX Position: Q1 2019 in Review

Destination Wealth Management sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q1 2019, closing a stake of 113 shares — an estimated $21K sold.

Destination Wealth Management first reported a position in FBGX in Q4 2018 and held it in 1 quarter. The position peaked at $21K in Q4 2018. 28 funds tracked by Wall St. Rank hold FBGX as of Q1 2019.

  • Destination Wealth Management reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q1 2019 after selling out during the quarter.
  • Destination Wealth Management sold 113 UBS AG FI Enhanced Large Cap Growth ETN shares in Q1 2019, an estimated $21K.
  • Destination Wealth Management first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q4 2018 and held it in 1 quarter.
  • Destination Wealth Management's UBS AG FI Enhanced Large Cap Growth ETN position peaked at $21K in Q4 2018.
  • 28 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q1 2019.

Based on Destination Wealth Management's 13F filing for Q1 2019, filed 1 May 2019.