Keystone Financial Group (Kentucky)’s Xtrackers Bloomberg US Investment Grade Corporate ESG ETF ESCR Stock Holding History

Keystone Financial Group (Kentucky)’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
2021 Q1	–	Sell	-8,785	Closed	-$201K	–	293
2020 Q4	$201K	Buy	+8,785	New	+$199K	0.04%	254
2020 Q1	–	Sell	-8,785	Closed	-$210K	–	255
2019 Q4	$210K	Sell	8,785 -159	-2%	-$3.74K	0.06%	236
2019 Q3	$208K	Hold	8,944	–	–	0.06%	217
2019 Q2	$210K	Buy	8,944 +66	+0.7%	+$1.54K	0.07%	212
2019 Q1	$206K	Buy	+8,878	New	+$205K	0.07%	209
2018 Q2	–	Sell	-9,110	Closed	-$220K	–	183
2018 Q1	$220K	Buy	+9,110	New	+$222K	0.12%	142

Other funds holding ESCR

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

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

Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s ESCR Position: Q1 2021 in Review

Keystone Financial Group (Kentucky) sold out of Xtrackers Bloomberg US Investment Grade Corporate ESG ETF (ESCR) in Q1 2021, closing a stake of 8,785 shares — an estimated $201K sold.

Keystone Financial Group (Kentucky) first reported a position in ESCR in Q1 2018 and held it in 6 quarters. The position peaked at $220K in Q1 2018. 5 funds tracked by Wall St. Rank hold ESCR as of Q1 2021.

Keystone Financial Group (Kentucky) reported no remaining Xtrackers Bloomberg US Investment Grade Corporate ESG ETF position as of Q1 2021 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 8,785 Xtrackers Bloomberg US Investment Grade Corporate ESG ETF shares in Q1 2021, an estimated $201K.
Keystone Financial Group (Kentucky) first reported a position in Xtrackers Bloomberg US Investment Grade Corporate ESG ETF in Q1 2018 and held it in 6 quarters.
Keystone Financial Group (Kentucky)'s Xtrackers Bloomberg US Investment Grade Corporate ESG ETF position peaked at $220K in Q1 2018.
5 funds tracked by Wall St. Rank held Xtrackers Bloomberg US Investment Grade Corporate ESG ETF as of Q1 2021.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2021, filed 11 May 2021.