Hunter Associates Investment Management’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

Hunter Associates Investment Management’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
2022 Q4	–	Sell	-572	Closed	-$212K	–	238
2022 Q3	$212K	Hold	572	–	–	0.05%	201
2022 Q2	$228K	Buy	+572	New	+$294K	0.06%	202
2021 Q2	–	Sell	-573	Closed	-$322K	–	202
2021 Q1	$322K	Hold	573	–	–	0.07%	160
2020 Q4	$317K	Buy	+573	New	+$283K	0.08%	147

Other funds holding FBGX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CAM

Columbia Asset Management Ann Arbor, Michigan $575M AUM 29.81% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

ISL

Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Hunter Associates Investment Management's FBGX Position: Q4 2022 in Review

Hunter Associates Investment Management sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q4 2022, closing a stake of 572 shares — an estimated $212K sold.

Hunter Associates Investment Management first reported a position in FBGX in Q4 2020 and held it in 4 quarters. The position peaked at $322K in Q1 2021. 24 funds tracked by Wall St. Rank hold FBGX as of Q4 2022.

Hunter Associates Investment Management reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q4 2022 after selling out during the quarter.
Hunter Associates Investment Management sold 572 UBS AG FI Enhanced Large Cap Growth ETN shares in Q4 2022, an estimated $212K.
Hunter Associates Investment Management first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q4 2020 and held it in 4 quarters.
Hunter Associates Investment Management's UBS AG FI Enhanced Large Cap Growth ETN position peaked at $322K in Q1 2021.
24 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q4 2022.

Based on Hunter Associates Investment Management's 13F filing for Q4 2022, filed 1 Feb 2023.