MHS
FBG

M Holdings Securities’s UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN FBG Stock Holding History

M Holdings Securities’s Portfolio FBG Stock Details FBG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-3,500
Closed -$180K – 527
2014
Q3 		$180K Sell
3,500
-1,393
-28% -$71K 0.1% 193
2014
Q2 		$246K Buy
+4,893
New +$233K 0.16% 151

Other funds holding FBG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
NES
New England Securities New York $285M AUM 7.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

M Holdings Securities's FBG Position: Q4 2014 in Review

M Holdings Securities sold out of UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN (FBG) in Q4 2014, closing a stake of 3,500 shares — an estimated $180K sold.

M Holdings Securities first reported a position in FBG in Q2 2014 and held it in 2 quarters. The position peaked at $246K in Q2 2014. 18 funds tracked by Wall St. Rank hold FBG as of Q4 2014.

  • M Holdings Securities reported no remaining UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 3,500 UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN shares in Q4 2014, an estimated $180K.
  • M Holdings Securities first reported a position in UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN in Q2 2014 and held it in 2 quarters.
  • M Holdings Securities's UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN position peaked at $246K in Q2 2014.
  • 18 funds tracked by Wall St. Rank held UBS AG LONDON BRH FISHER ENHANCED BIG CAP GROWTH ETN as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.