Lowe Wealth Advisors’s iPath Bloomberg Sugar Subindex Total Return ETN due June 24, 2038 SGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-950
| Closed | -$21K | – | 315 |
|
|
2019
Q2 | $21K | Hold |
950
| – | – | 0.01% | 118 |
|
|
2019
Q1 | $21K | Hold |
950
| – | – | 0.01% | 108 |
|
|
2018
Q4 | $21K | Hold |
950
| – | – | 0.01% | 103 |
|
|
2018
Q3 | $19K | Hold |
950
| – | – | 0.01% | 117 |
|
|
2018
Q2 | $22K | Hold |
950
| – | – | 0.01% | 107 |
|
|
2018
Q1 | $23K | Hold |
950
| – | – | 0.01% | 106 |
|
|
2017
Q4 | $29K | Hold |
950
| – | – | 0.02% | 91 |
|
|
2017
Q3 | $27K | Hold |
950
| – | – | 0.02% | 96 |
|
|
2017
Q2 | $28K | Buy |
950
+350
| +58% | +$11.5K | 0.02% | 84 |
|
|
2017
Q1 | $22K | Hold |
600
| – | – | 0.01% | 93 |
|
|
2016
Q4 | $26K | Hold |
600
| – | – | 0.02% | 85 |
|
|
2016
Q3 | $31K | Hold |
600
| – | – | 0.02% | 78 |
|
|
2016
Q2 | $28K | Hold |
600
| – | – | 0.02% | 78 |
|
|
2016
Q1 | $21K | Hold |
600
| – | – | 0.01% | 92 |
|
|
2015
Q4 | $21K | Hold |
600
| – | – | 0.01% | 84 |
|
|
2015
Q3 | $17K | Hold |
600
| – | – | 0.01% | 93 |
|
|
2015
Q2 | $18K | Hold |
600
| – | – | 0.01% | 105 |
|
|
2015
Q1 | $18K | Hold |
600
| – | – | 0.01% | 105 |
|
|
2014
Q4 | $22K | Buy |
+600
| New | +$24.3K | 0.02% | 99 |
|
Lowe Wealth Advisors's SGG Position: Q3 2019 in Review
Lowe Wealth Advisors sold out of iPath Bloomberg Sugar Subindex Total Return ETN due June 24, 2038 (SGG) in Q3 2019, closing a stake of 950 shares — an estimated $21K sold.
Lowe Wealth Advisors first reported a position in SGG in Q4 2014 and held it in 19 quarters. The position peaked at $31K in Q3 2016. 0 funds tracked by Wall St. Rank hold SGG as of Q3 2019.
- Lowe Wealth Advisors reported no remaining iPath Bloomberg Sugar Subindex Total Return ETN due June 24, 2038 position as of Q3 2019 after selling out during the quarter.
- Lowe Wealth Advisors sold 950 iPath Bloomberg Sugar Subindex Total Return ETN due June 24, 2038 shares in Q3 2019, an estimated $21K.
- Lowe Wealth Advisors first reported a position in iPath Bloomberg Sugar Subindex Total Return ETN due June 24, 2038 in Q4 2014 and held it in 19 quarters.
- Lowe Wealth Advisors's iPath Bloomberg Sugar Subindex Total Return ETN due June 24, 2038 position peaked at $31K in Q3 2016.
- 0 funds tracked by Wall St. Rank held iPath Bloomberg Sugar Subindex Total Return ETN due June 24, 2038 as of Q3 2019.
Based on Lowe Wealth Advisors's 13F filing for Q3 2019, filed 8 Oct 2019.