EWM
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Edge Wealth Management’s Nasdaq NDAQ Stock Holding History

Edge Wealth Management’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,920
Closed -$52K – 584
2018
Q4 		$52K Hold
1,920
– – 0.01% 243
2018
Q3 		$55K Hold
1,920
– – 0.01% 243
2018
Q2 		$58K Buy
+1,920
New +$57.7K 0.01% 230

Other funds holding NDAQ

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Edge Wealth Management's NDAQ Position: Q1 2019 in Review

Edge Wealth Management sold out of Nasdaq (NDAQ) in Q1 2019, closing a stake of 1,920 shares — an estimated $52K sold.

Edge Wealth Management first reported a position in NDAQ in Q2 2018 and held it in 3 quarters. The position peaked at $58K in Q2 2018. 504 funds tracked by Wall St. Rank hold NDAQ as of Q1 2019.

  • Edge Wealth Management reported no remaining Nasdaq position as of Q1 2019 after selling out during the quarter.
  • Edge Wealth Management sold 1,920 Nasdaq shares in Q1 2019, an estimated $52K.
  • Edge Wealth Management first reported a position in Nasdaq in Q2 2018 and held it in 3 quarters.
  • Edge Wealth Management's Nasdaq position peaked at $58K in Q2 2018.
  • 504 funds tracked by Wall St. Rank held Nasdaq as of Q1 2019.

Based on Edge Wealth Management's 13F filing for Q1 2019, filed 11 Apr 2019.