FinTrust Investment Advisory Services’s iShares Broad USD Investment Grade Corporate Bond ETF USIG Stock Holding History

FinTrust Investment Advisory Services’s Portfolio USIG Stock Details USIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-3,584	Closed	-$201K	–	124
2017 Q4	$201K	Hold	3,584	–	–	0.18%	119
2017 Q3	$201K	Buy	+3,584	New	+$201K	0.19%	110
2013 Q3	$500K	Sell	9,330 -1,280	-12%	-$68.4K	1.03%	24
2013 Q2	$570K	Buy	+10,610	New	+$593K	0.98%	27

Other funds holding USIG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FinTrust Investment Advisory Services's USIG Position: Q1 2018 in Review

FinTrust Investment Advisory Services sold out of iShares Broad USD Investment Grade Corporate Bond ETF (USIG) in Q1 2018, closing a stake of 3,584 shares — an estimated $201K sold.

FinTrust Investment Advisory Services first reported a position in USIG in Q2 2013 and held it in 4 quarters. The position peaked at $570K in Q2 2013. 119 funds tracked by Wall St. Rank hold USIG as of Q1 2018.

FinTrust Investment Advisory Services reported no remaining iShares Broad USD Investment Grade Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
FinTrust Investment Advisory Services sold 3,584 iShares Broad USD Investment Grade Corporate Bond ETF shares in Q1 2018, an estimated $201K.
FinTrust Investment Advisory Services first reported a position in iShares Broad USD Investment Grade Corporate Bond ETF in Q2 2013 and held it in 4 quarters.
FinTrust Investment Advisory Services's iShares Broad USD Investment Grade Corporate Bond ETF position peaked at $570K in Q2 2013.
119 funds tracked by Wall St. Rank held iShares Broad USD Investment Grade Corporate Bond ETF as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.