LPL Financial
MCRO

LPL Financial’s IQ Hedge Macro Tracker MCRO Stock Holding History

LPL Financial’s Portfolio MCRO Stock Details MCRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-10,434
Closed -$277K – 2766
2013
Q3 		$277K Buy
+10,434
New +$271K ﹤0.01% 2075

Other funds holding MCRO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FAAM
First Allied Asset Management San Diego, California $712M AUM 9.35% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

LPL Financial's MCRO Position: Q4 2013 in Review

LPL Financial sold out of IQ Hedge Macro Tracker (MCRO) in Q4 2013, closing a stake of 10,434 shares — an estimated $277K sold.

LPL Financial first reported a position in MCRO in Q3 2013 and held it in 1 quarter. The position peaked at $277K in Q3 2013. 13 funds tracked by Wall St. Rank hold MCRO as of Q4 2013.

  • LPL Financial reported no remaining IQ Hedge Macro Tracker position as of Q4 2013 after selling out during the quarter.
  • LPL Financial sold 10,434 IQ Hedge Macro Tracker shares in Q4 2013, an estimated $277K.
  • LPL Financial first reported a position in IQ Hedge Macro Tracker in Q3 2013 and held it in 1 quarter.
  • LPL Financial's IQ Hedge Macro Tracker position peaked at $277K in Q3 2013.
  • 13 funds tracked by Wall St. Rank held IQ Hedge Macro Tracker as of Q4 2013.

Based on LPL Financial's 13F filing for Q4 2013, filed 13 Feb 2014.