Harborview Advisors’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Harborview Advisors’s Portfolio IGHG Stock Details IGHG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-3,753	Closed	-$278K	–	86
2019 Q1	$278K	Sell	3,753 -129	-3%	-$9.45K	0.24%	57
2018 Q4	$276K	Sell	3,882 -360	-8%	-$26.5K	0.32%	41
2018 Q3	$321K	Buy	4,242 +188	+5%	+$14.1K	0.33%	43
2018 Q2	$300K	Buy	4,054 +508	+14%	+$38.4K	0.28%	54
2018 Q1	$270K	Buy	+3,546	New	+$274K	0.26%	54

Other funds holding IGHG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FWM

Foresight Wealth Management Draper, Utah $6.98M AUM 13.2% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

OAM

Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return

Harborview Advisors's IGHG Position: Q2 2019 in Review

Harborview Advisors sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q2 2019, closing a stake of 3,753 shares — an estimated $278K sold.

Harborview Advisors first reported a position in IGHG in Q1 2018 and held it in 5 quarters. The position peaked at $321K in Q3 2018. 56 funds tracked by Wall St. Rank hold IGHG as of Q2 2019.

Harborview Advisors reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q2 2019 after selling out during the quarter.
Harborview Advisors sold 3,753 ProShares Investment Grade-Interest Rate Hedged shares in Q2 2019, an estimated $278K.
Harborview Advisors first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q1 2018 and held it in 5 quarters.
Harborview Advisors's ProShares Investment Grade-Interest Rate Hedged position peaked at $321K in Q3 2018.
56 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q2 2019.

Based on Harborview Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.