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Halbert Hargrove Global Advisors’s Fidelity Nasdaq Composite Index ETF ONEQ Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio ONEQ Stock Details ONEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-12,000
Closed -$217K – 103
2015
Q3 		$217K Buy
+12,000
New +$232K 0.11% 89

Other funds holding ONEQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FFSOTS
Fiduciary Financial Services of The Southwest Dallas, Texas $382M AUM 25.98% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Halbert Hargrove Global Advisors's ONEQ Position: Q4 2015 in Review

Halbert Hargrove Global Advisors sold out of Fidelity Nasdaq Composite Index ETF (ONEQ) in Q4 2015, closing a stake of 12,000 shares — an estimated $217K sold.

Halbert Hargrove Global Advisors first reported a position in ONEQ in Q3 2015 and held it in 1 quarter. The position peaked at $217K in Q3 2015. 39 funds tracked by Wall St. Rank hold ONEQ as of Q4 2015.

  • Halbert Hargrove Global Advisors reported no remaining Fidelity Nasdaq Composite Index ETF position as of Q4 2015 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 12,000 Fidelity Nasdaq Composite Index ETF shares in Q4 2015, an estimated $217K.
  • Halbert Hargrove Global Advisors first reported a position in Fidelity Nasdaq Composite Index ETF in Q3 2015 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Fidelity Nasdaq Composite Index ETF position peaked at $217K in Q3 2015.
  • 39 funds tracked by Wall St. Rank held Fidelity Nasdaq Composite Index ETF as of Q4 2015.

Based on Halbert Hargrove Global Advisors's 13F filing for Q4 2015, filed 3 Feb 2016.