EH
CACG

Equitable Holdings’s Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF CACG Stock Holding History

Equitable Holdings’s Portfolio CACG Stock Details CACG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-7,100
Closed -$245K – 644
2019
Q4 		$245K Buy
+7,100
New +$235K 0.01% 539

Other funds holding CACG

AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Equitable Holdings's CACG Position: Q1 2020 in Review

Equitable Holdings sold out of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) in Q1 2020, closing a stake of 7,100 shares — an estimated $245K sold.

Equitable Holdings first reported a position in CACG in Q4 2019 and held it in 1 quarter. The position peaked at $245K in Q4 2019. 33 funds tracked by Wall St. Rank hold CACG as of Q1 2020.

  • Equitable Holdings reported no remaining Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position as of Q1 2020 after selling out during the quarter.
  • Equitable Holdings sold 7,100 Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF shares in Q1 2020, an estimated $245K.
  • Equitable Holdings first reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in Q4 2019 and held it in 1 quarter.
  • Equitable Holdings's Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position peaked at $245K in Q4 2019.
  • 33 funds tracked by Wall St. Rank held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF as of Q1 2020.

Based on Equitable Holdings's 13F filing for Q1 2020, filed 15 May 2020.