NYLIC
AGGE

New York Life Insurance Company’s IQ Enhanced Core Bond U.S. ETF AGGE Stock Holding History

New York Life Insurance Company’s Portfolio AGGE Stock Details AGGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-470,000
Closed -$9.27M – 14
2017
Q3 		$9.27M Hold
470,000
– – 1.08% 10
2017
Q2 		$9.2M Hold
470,000
– – 1.18% 10
2017
Q1 		$9.13M Buy
+470,000
New +$9.14M 1.33% 8

Other funds holding AGGE

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $646M AUM 23.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

New York Life Insurance Company's AGGE Position: Q4 2017 in Review

New York Life Insurance Company sold out of IQ Enhanced Core Bond U.S. ETF (AGGE) in Q4 2017, closing a stake of 470,000 shares — an estimated $9.27M sold.

New York Life Insurance Company first reported a position in AGGE in Q1 2017 and held it in 3 quarters. The position peaked at $9.27M in Q3 2017. 15 funds tracked by Wall St. Rank hold AGGE as of Q4 2017.

  • New York Life Insurance Company reported no remaining IQ Enhanced Core Bond U.S. ETF position as of Q4 2017 after selling out during the quarter.
  • New York Life Insurance Company sold 470,000 IQ Enhanced Core Bond U.S. ETF shares in Q4 2017, an estimated $9.27M.
  • New York Life Insurance Company first reported a position in IQ Enhanced Core Bond U.S. ETF in Q1 2017 and held it in 3 quarters.
  • New York Life Insurance Company's IQ Enhanced Core Bond U.S. ETF position peaked at $9.27M in Q3 2017.
  • 15 funds tracked by Wall St. Rank held IQ Enhanced Core Bond U.S. ETF as of Q4 2017.

Based on New York Life Insurance Company's 13F filing for Q4 2017, filed 12 Feb 2018.