ESB
SYSB

Essex Savings Bank’s iShares Systematic Bond ETF SYSB Stock Holding History

Essex Savings Bank’s Portfolio SYSB Stock Details SYSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-540
Closed -$55K – 333
2019
Q2 		$55K Buy
+540
New +$53.9K 0.02% 427

Other funds holding SYSB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Essex Savings Bank's SYSB Position: Q3 2019 in Review

Essex Savings Bank sold out of iShares Systematic Bond ETF (SYSB) in Q3 2019, closing a stake of 540 shares — an estimated $55K sold.

Essex Savings Bank first reported a position in SYSB in Q2 2019 and held it in 1 quarter. The position peaked at $55K in Q2 2019. 46 funds tracked by Wall St. Rank hold SYSB as of Q3 2019.

  • Essex Savings Bank reported no remaining iShares Systematic Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 540 iShares Systematic Bond ETF shares in Q3 2019, an estimated $55K.
  • Essex Savings Bank first reported a position in iShares Systematic Bond ETF in Q2 2019 and held it in 1 quarter.
  • Essex Savings Bank's iShares Systematic Bond ETF position peaked at $55K in Q2 2019.
  • 46 funds tracked by Wall St. Rank held iShares Systematic Bond ETF as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.