IFP Advisors’s Xtrackers Bloomberg US Investment Grade Corporate ESG ETF ESCR Stock Holding History

IFP Advisors’s Portfolio ESCR Stock Details ESCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-686	Closed	-$16K	–	3932
2018 Q3	$16K	Hold	686	–	–	﹤0.01%	2598
2018 Q2	$16K	Hold	686	–	–	﹤0.01%	2621
2018 Q1	$17K	Hold	686	–	–	﹤0.01%	2504
2017 Q4	$17K	Hold	686	–	–	﹤0.01%	2540
2017 Q3	$17K	Hold	686	–	–	﹤0.01%	2727
2017 Q2	$17K	Hold	686	–	–	﹤0.01%	2687
2017 Q1	$17K	Hold	686	–	–	﹤0.01%	2618
2016 Q4	$17K	Hold	686	–	–	﹤0.01%	2580
2016 Q3	$16K	Hold	686	–	–	﹤0.01%	2552
2016 Q2	$16K	Buy	+686	New	+$16.3K	﹤0.01%	2504

Other funds holding ESCR

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

IFP Advisors's ESCR Position: Q4 2018 in Review

IFP Advisors sold out of Xtrackers Bloomberg US Investment Grade Corporate ESG ETF (ESCR) in Q4 2018, closing a stake of 686 shares — an estimated $16K sold.

IFP Advisors first reported a position in ESCR in Q2 2016 and held it in 10 quarters. The position peaked at $17K in Q1 2018. 8 funds tracked by Wall St. Rank hold ESCR as of Q4 2018.

IFP Advisors reported no remaining Xtrackers Bloomberg US Investment Grade Corporate ESG ETF position as of Q4 2018 after selling out during the quarter.
IFP Advisors sold 686 Xtrackers Bloomberg US Investment Grade Corporate ESG ETF shares in Q4 2018, an estimated $16K.
IFP Advisors first reported a position in Xtrackers Bloomberg US Investment Grade Corporate ESG ETF in Q2 2016 and held it in 10 quarters.
IFP Advisors's Xtrackers Bloomberg US Investment Grade Corporate ESG ETF position peaked at $17K in Q1 2018.
8 funds tracked by Wall St. Rank held Xtrackers Bloomberg US Investment Grade Corporate ESG ETF as of Q4 2018.

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