NYLIC
AGGP

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

New York Life Insurance Company’s Portfolio AGGP Stock Details AGGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-675,900
Closed -$13.6M – 15
2017
Q3 		$13.6M Hold
675,900
– – 1.58% 9
2017
Q2 		$13.6M Hold
675,900
– – 1.74% 9
2017
Q1 		$13.4M Buy
+675,900
New +$13.4M 1.96% 7

Other funds holding AGGP

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $349M AUM 20.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

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

New York Life Insurance Company sold out of IQ Enhanced Core Plus Bond U.S. ETF (AGGP) in Q4 2017, closing a stake of 675,900 shares — an estimated $13.6M sold.

New York Life Insurance Company first reported a position in AGGP in Q1 2017 and held it in 3 quarters. The position peaked at $13.6M in Q3 2017. 42 funds tracked by Wall St. Rank hold AGGP as of Q4 2017.

  • New York Life Insurance Company reported no remaining IQ Enhanced Core Plus Bond U.S. ETF position as of Q4 2017 after selling out during the quarter.
  • New York Life Insurance Company sold 675,900 IQ Enhanced Core Plus Bond U.S. ETF shares in Q4 2017, an estimated $13.6M.
  • New York Life Insurance Company first reported a position in IQ Enhanced Core Plus Bond U.S. ETF in Q1 2017 and held it in 3 quarters.
  • New York Life Insurance Company's IQ Enhanced Core Plus Bond U.S. ETF position peaked at $13.6M in Q3 2017.
  • 42 funds tracked by Wall St. Rank held IQ Enhanced Core Plus 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.