LGA
HDG icon

Lebenthal Global Advisors’s ProShares Hedge Replication ETF HDG Stock Holding History

Lebenthal Global Advisors’s Portfolio HDG Stock Details HDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-16
Closed – – 305
2020
Q4 		$0 Buy
+16
New +$769 ﹤0.01% 564

Other funds holding HDG

PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Lebenthal Global Advisors's HDG Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of ProShares Hedge Replication ETF (HDG) in Q1 2021, closing a stake of 16 shares.

Lebenthal Global Advisors first reported a position in HDG in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 19 funds tracked by Wall St. Rank hold HDG as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining ProShares Hedge Replication ETF position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 16 ProShares Hedge Replication ETF shares in Q1 2021.
  • Lebenthal Global Advisors first reported a position in ProShares Hedge Replication ETF in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's ProShares Hedge Replication ETF position peaked at $0 in Q4 2020.
  • 19 funds tracked by Wall St. Rank held ProShares Hedge Replication ETF as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.