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Juncture Wealth Strategies’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Juncture Wealth Strategies’s Portfolio SHAG Stock Details SHAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,307
Closed -$259K – 110
2018
Q3 		$259K Buy
5,307
+478
+10% +$23.4K 0.14% 98
2018
Q2 		$236K Buy
+4,829
New +$236K 0.13% 102

Other funds holding SHAG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
EFS
Econ Financial Services Harrisburg, Pennsylvania $214M AUM 10.53% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Juncture Wealth Strategies's SHAG Position: Q4 2018 in Review

Juncture Wealth Strategies sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q4 2018, closing a stake of 5,307 shares — an estimated $259K sold.

Juncture Wealth Strategies first reported a position in SHAG in Q2 2018 and held it in 2 quarters. The position peaked at $259K in Q3 2018. 16 funds tracked by Wall St. Rank hold SHAG as of Q4 2018.

  • Juncture Wealth Strategies reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q4 2018 after selling out during the quarter.
  • Juncture Wealth Strategies sold 5,307 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q4 2018, an estimated $259K.
  • Juncture Wealth Strategies first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q2 2018 and held it in 2 quarters.
  • Juncture Wealth Strategies's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $259K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q4 2018.

Based on Juncture Wealth Strategies's 13F filing for Q4 2018, filed 17 Jan 2019.