IFP Advisors’s Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF CACG Stock Holding History

IFP Advisors’s Portfolio CACG Stock Details CACG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-3,065	Closed	-$96K	–	3919
2018 Q3	$96K	Buy	3,065 +324	+12%	+$10K	﹤0.01%	1498
2018 Q2	$82K	Buy	2,741 +1,426	+108%	+$41.9K	﹤0.01%	1607
2018 Q1	$37K	Hold	1,315	–	–	﹤0.01%	1996
2017 Q4	$37K	Buy	1,315 +961	+271%	+$26K	﹤0.01%	2018
2017 Q3	$9K	Buy	+354	New	+$9.09K	﹤0.01%	3099

Other funds holding CACG

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFP Advisors's CACG Position: Q4 2018 in Review

IFP Advisors sold out of Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF (CACG) in Q4 2018, closing a stake of 3,065 shares — an estimated $96K sold.

IFP Advisors first reported a position in CACG in Q3 2017 and held it in 5 quarters. The position peaked at $96K in Q3 2018. 18 funds tracked by Wall St. Rank hold CACG as of Q4 2018.

IFP Advisors reported no remaining Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position as of Q4 2018 after selling out during the quarter.
IFP Advisors sold 3,065 Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF shares in Q4 2018, an estimated $96K.
IFP Advisors first reported a position in Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF in Q3 2017 and held it in 5 quarters.
IFP Advisors's Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF position peaked at $96K in Q3 2018.
18 funds tracked by Wall St. Rank held Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF as of Q4 2018.

Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.