ECM
ABFL

Evergreen Capital Management’s Abacus FCF Leaders ETF ABFL Stock Holding History

Evergreen Capital Management’s Portfolio ABFL Stock Details ABFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,800
Closed -$228K – 505
2019
Q4 		$228K Hold
5,800
– – 0.02% 411
2019
Q3 		$216K Hold
5,800
– – 0.02% 384
2019
Q2 		$216K Hold
5,800
– – 0.02% 377
2019
Q1 		$206K Buy
+5,800
New +$199K 0.02% 360

Other funds holding ABFL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
SPI
Santori & Peters Inc Canonsburg, Pennsylvania $321M AUM 27.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evergreen Capital Management's ABFL Position: Q1 2020 in Review

Evergreen Capital Management sold out of Abacus FCF Leaders ETF (ABFL) in Q1 2020, closing a stake of 5,800 shares — an estimated $228K sold.

Evergreen Capital Management first reported a position in ABFL in Q1 2019 and held it in 4 quarters. The position peaked at $228K in Q4 2019. 32 funds tracked by Wall St. Rank hold ABFL as of Q1 2020.

  • Evergreen Capital Management reported no remaining Abacus FCF Leaders ETF position as of Q1 2020 after selling out during the quarter.
  • Evergreen Capital Management sold 5,800 Abacus FCF Leaders ETF shares in Q1 2020, an estimated $228K.
  • Evergreen Capital Management first reported a position in Abacus FCF Leaders ETF in Q1 2019 and held it in 4 quarters.
  • Evergreen Capital Management's Abacus FCF Leaders ETF position peaked at $228K in Q4 2019.
  • 32 funds tracked by Wall St. Rank held Abacus FCF Leaders ETF as of Q1 2020.

Based on Evergreen Capital Management's 13F filing for Q1 2020, filed 15 May 2020.