NewSquare Capital’s iPath Bloomberg Sugar Subindex Total Return ETN due June 24, 2038 SGG Stock Holding History

NewSquare Capital’s Portfolio SGG Stock Details SGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-110	Closed	-$5K	–	345
2016 Q4	$5K	Sell	110 -7,655	-99%	-$355K	﹤0.01%	250
2016 Q3	$397K	Buy	+7,765	New	+$363K	0.09%	114

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FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

NewSquare Capital's SGG Position: Q1 2017 in Review

NewSquare Capital sold out of iPath Bloomberg Sugar Subindex Total Return ETN due June 24, 2038 (SGG) in Q1 2017, closing a stake of 110 shares — an estimated $5K sold.

NewSquare Capital first reported a position in SGG in Q3 2016 and held it in 2 quarters. The position peaked at $397K in Q3 2016. 16 funds tracked by Wall St. Rank hold SGG as of Q1 2017.

NewSquare Capital reported no remaining iPath Bloomberg Sugar Subindex Total Return ETN due June 24, 2038 position as of Q1 2017 after selling out during the quarter.
NewSquare Capital sold 110 iPath Bloomberg Sugar Subindex Total Return ETN due June 24, 2038 shares in Q1 2017, an estimated $5K.
NewSquare Capital first reported a position in iPath Bloomberg Sugar Subindex Total Return ETN due June 24, 2038 in Q3 2016 and held it in 2 quarters.
NewSquare Capital's iPath Bloomberg Sugar Subindex Total Return ETN due June 24, 2038 position peaked at $397K in Q3 2016.
16 funds tracked by Wall St. Rank held iPath Bloomberg Sugar Subindex Total Return ETN due June 24, 2038 as of Q1 2017.

Based on NewSquare Capital's 13F filing for Q1 2017, filed 19 Apr 2017.