Envestnet Asset Management’s IndexIQ ETF Trust IQ U.S. Large Cap ETF CLRG Stock Holding History

Envestnet Asset Management’s Portfolio CLRG Stock Details CLRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-2,950	Closed	-$74K	–	2759
2018 Q2	$74K	Hold	2,950	–	–	﹤0.01%	2074
2018 Q1	$74K	Buy	+2,950	New	+$76.5K	﹤0.01%	2013

Other funds holding CLRG

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MSL

Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Envestnet Asset Management's CLRG Position: Q3 2018 in Review

Envestnet Asset Management sold out of IndexIQ ETF Trust IQ U.S. Large Cap ETF (CLRG) in Q3 2018, closing a stake of 2,950 shares — an estimated $74K sold.

Envestnet Asset Management first reported a position in CLRG in Q1 2018 and held it in 2 quarters. The position peaked at $74K in Q2 2018. 17 funds tracked by Wall St. Rank hold CLRG as of Q3 2018.

Envestnet Asset Management reported no remaining IndexIQ ETF Trust IQ U.S. Large Cap ETF position as of Q3 2018 after selling out during the quarter.
Envestnet Asset Management sold 2,950 IndexIQ ETF Trust IQ U.S. Large Cap ETF shares in Q3 2018, an estimated $74K.
Envestnet Asset Management first reported a position in IndexIQ ETF Trust IQ U.S. Large Cap ETF in Q1 2018 and held it in 2 quarters.
Envestnet Asset Management's IndexIQ ETF Trust IQ U.S. Large Cap ETF position peaked at $74K in Q2 2018.
17 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Large Cap ETF as of Q3 2018.

Based on Envestnet Asset Management's 13F filing for Q3 2018, filed 14 Nov 2018.