EI
FLGE

Ellevest Inc’s Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes FLGE Stock Holding History

Ellevest Inc’s Portfolio FLGE Stock Details FLGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-300
Closed -$68K – 1425
2020
Q1 		$68K Buy
+300
New +$95.3K 0.02% 186

Other funds holding FLGE

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
MSR
Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Ellevest Inc's FLGE Position: Q2 2020 in Review

Ellevest Inc sold out of Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes (FLGE) in Q2 2020, closing a stake of 300 shares — an estimated $68K sold.

Ellevest Inc first reported a position in FLGE in Q1 2020 and held it in 1 quarter. The position peaked at $68K in Q1 2020. 36 funds tracked by Wall St. Rank hold FLGE as of Q2 2020.

  • Ellevest Inc reported no remaining Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes position as of Q2 2020 after selling out during the quarter.
  • Ellevest Inc sold 300 Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes shares in Q2 2020, an estimated $68K.
  • Ellevest Inc first reported a position in Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes in Q1 2020 and held it in 1 quarter.
  • Ellevest Inc's Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes position peaked at $68K in Q1 2020.
  • 36 funds tracked by Wall St. Rank held Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes as of Q2 2020.

Based on Ellevest Inc's 13F filing for Q2 2020, filed 6 Jul 2020.