GI
FBGX

Gradient Investments’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

Gradient Investments’s Portfolio FBGX Stock Details FBGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-123
Closed -$28K – 1233
2020
Q1 		$28K Buy
+123
New +$39.2K ﹤0.01% 450
2017
Q1 		– Sell
-102
Closed -$14K – 842
2016
Q4 		$14K Hold
102
– – ﹤0.01% 411
2016
Q3 		$14K Buy
+102
New +$13.8K ﹤0.01% 412

Other funds holding FBGX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
IGGA
Iron Gate Global Advisors Nsl, Utah $1.03B AUM 18.56% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Gradient Investments's FBGX Position: Q2 2020 in Review

Gradient Investments sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q2 2020, closing a stake of 123 shares — an estimated $28K sold.

Gradient Investments first reported a position in FBGX in Q3 2016 and held it in 3 quarters. The position peaked at $28K in Q1 2020. 30 funds tracked by Wall St. Rank hold FBGX as of Q2 2020.

  • Gradient Investments reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q2 2020 after selling out during the quarter.
  • Gradient Investments sold 123 UBS AG FI Enhanced Large Cap Growth ETN shares in Q2 2020, an estimated $28K.
  • Gradient Investments first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q3 2016 and held it in 3 quarters.
  • Gradient Investments's UBS AG FI Enhanced Large Cap Growth ETN position peaked at $28K in Q1 2020.
  • 30 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q2 2020.

Based on Gradient Investments's 13F filing for Q2 2020, filed 10 Jul 2020.