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Institutional & Family Asset Management’s ALPS O'Shares Global Internet Giants ETF OGIG Stock Holding History

Institutional & Family Asset Management’s Portfolio OGIG Stock Details OGIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-100
Closed -$5K – 977
2020
Q4 		$5K Sell
100
-425
-81% -$21K ﹤0.01% 649
2020
Q3 		$23K Sell
525
-2,355
-82% -$98.6K 0.01% 389
2020
Q2 		$109K Buy
+2,880
New +$91.3K 0.02% 226

Other funds holding OGIG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFM
Fullerton Fund Management Singapore $1.25B AUM 76.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Institutional & Family Asset Management's OGIG Position: Q1 2021 in Review

Institutional & Family Asset Management sold out of ALPS O'Shares Global Internet Giants ETF (OGIG) in Q1 2021, closing a stake of 100 shares — an estimated $5K sold.

Institutional & Family Asset Management first reported a position in OGIG in Q2 2020 and held it in 3 quarters. The position peaked at $109K in Q2 2020. 87 funds tracked by Wall St. Rank hold OGIG as of Q1 2021.

  • Institutional & Family Asset Management reported no remaining ALPS O'Shares Global Internet Giants ETF position as of Q1 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 100 ALPS O'Shares Global Internet Giants ETF shares in Q1 2021, an estimated $5K.
  • Institutional & Family Asset Management first reported a position in ALPS O'Shares Global Internet Giants ETF in Q2 2020 and held it in 3 quarters.
  • Institutional & Family Asset Management's ALPS O'Shares Global Internet Giants ETF position peaked at $109K in Q2 2020.
  • 87 funds tracked by Wall St. Rank held ALPS O'Shares Global Internet Giants ETF as of Q1 2021.

Based on Institutional & Family Asset Management's 13F filing for Q1 2021, filed 6 May 2021.