KF
AGGE

Krilogy Financial’s IQ Enhanced Core Bond U.S. ETF AGGE Stock Holding History

Krilogy Financial’s Portfolio AGGE Stock Details AGGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,000
Closed -$39K – 867
2017
Q3 		$39K Hold
2,000
– – 0.01% 383
2017
Q2 		$39K Hold
2,000
– – 0.01% 350
2017
Q1 		$39K Hold
2,000
– – 0.01% 323
2016
Q4 		$39K Buy
+2,000
New +$39.6K 0.01% 323

Other funds holding AGGE

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Krilogy Financial's AGGE Position: Q4 2017 in Review

Krilogy Financial sold out of IQ Enhanced Core Bond U.S. ETF (AGGE) in Q4 2017, closing a stake of 2,000 shares — an estimated $39K sold.

Krilogy Financial first reported a position in AGGE in Q4 2016 and held it in 4 quarters. The position peaked at $39K in Q3 2017. 15 funds tracked by Wall St. Rank hold AGGE as of Q4 2017.

  • Krilogy Financial reported no remaining IQ Enhanced Core Bond U.S. ETF position as of Q4 2017 after selling out during the quarter.
  • Krilogy Financial sold 2,000 IQ Enhanced Core Bond U.S. ETF shares in Q4 2017, an estimated $39K.
  • Krilogy Financial first reported a position in IQ Enhanced Core Bond U.S. ETF in Q4 2016 and held it in 4 quarters.
  • Krilogy Financial's IQ Enhanced Core Bond U.S. ETF position peaked at $39K in Q3 2017.
  • 15 funds tracked by Wall St. Rank held IQ Enhanced Core Bond U.S. ETF as of Q4 2017.

Based on Krilogy Financial's 13F filing for Q4 2017, filed 14 Feb 2018.