LPL Financial
ESGF

LPL Financial’s Oppenheimer Global ESG Revenue ETF ESGF Stock Holding History

LPL Financial’s Portfolio ESGF Stock Details ESGF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,525
Closed -$200K – 3382
2018
Q3 		$200K Buy
+6,525
New +$200K ﹤0.01% 2998

Other funds holding ESGF

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial's ESGF Position: Q4 2018 in Review

LPL Financial sold out of Oppenheimer Global ESG Revenue ETF (ESGF) in Q4 2018, closing a stake of 6,525 shares — an estimated $200K sold.

LPL Financial first reported a position in ESGF in Q3 2018 and held it in 1 quarter. The position peaked at $200K in Q3 2018. 9 funds tracked by Wall St. Rank hold ESGF as of Q4 2018.

  • LPL Financial reported no remaining Oppenheimer Global ESG Revenue ETF position as of Q4 2018 after selling out during the quarter.
  • LPL Financial sold 6,525 Oppenheimer Global ESG Revenue ETF shares in Q4 2018, an estimated $200K.
  • LPL Financial first reported a position in Oppenheimer Global ESG Revenue ETF in Q3 2018 and held it in 1 quarter.
  • LPL Financial's Oppenheimer Global ESG Revenue ETF position peaked at $200K in Q3 2018.
  • 9 funds tracked by Wall St. Rank held Oppenheimer Global ESG Revenue ETF as of Q4 2018.

Based on LPL Financial's 13F filing for Q4 2018, filed 7 Feb 2019.