LCM
FGB

Laurion Capital Management’s First Trust Specialty Finance and Financial Opportunities Fund FGB Stock Holding History

Laurion Capital Management’s Portfolio FGB Stock Details FGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-36,468
Closed -$250K – 1624
2017
Q3 		$250K Buy
+36,468
New +$256K ﹤0.01% 1378

Other funds holding FGB

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FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Laurion Capital Management's FGB Position: Q4 2017 in Review

Laurion Capital Management sold out of First Trust Specialty Finance and Financial Opportunities Fund (FGB) in Q4 2017, closing a stake of 36,468 shares — an estimated $250K sold.

Laurion Capital Management first reported a position in FGB in Q3 2017 and held it in 1 quarter. The position peaked at $250K in Q3 2017. 24 funds tracked by Wall St. Rank hold FGB as of Q4 2017.

  • Laurion Capital Management reported no remaining First Trust Specialty Finance and Financial Opportunities Fund position as of Q4 2017 after selling out during the quarter.
  • Laurion Capital Management sold 36,468 First Trust Specialty Finance and Financial Opportunities Fund shares in Q4 2017, an estimated $250K.
  • Laurion Capital Management first reported a position in First Trust Specialty Finance and Financial Opportunities Fund in Q3 2017 and held it in 1 quarter.
  • Laurion Capital Management's First Trust Specialty Finance and Financial Opportunities Fund position peaked at $250K in Q3 2017.
  • 24 funds tracked by Wall St. Rank held First Trust Specialty Finance and Financial Opportunities Fund as of Q4 2017.

Based on Laurion Capital Management's 13F filing for Q4 2017, filed 13 Feb 2018.