Ogorek Anthony Joseph’s IQ Enhanced Core Plus Bond U.S. ETF AGGP Stock Holding History

Ogorek Anthony Joseph’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 Q3	–	Sell	-354,276	Closed	-$7.11M	–	78
2017 Q2	$7.11M	Buy	354,276 +11,409	+3%	+$228K	6.58%	6
2017 Q1	$6.8M	Buy	342,867 +230,567	+205%	+$4.57M	7.03%	6
2016 Q4	$2.29M	Hold	112,300	–	–	1.97%	8
2016 Q3	$2.29M	Buy	+112,300	New	+$2.29M	1.97%	8

Other funds holding AGGP

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

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

NYLIC

New York Life Insurance Company New York $491M AUM 10.97% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Ogorek Anthony Joseph's AGGP Position: Q3 2017 in Review

Ogorek Anthony Joseph sold out of IQ Enhanced Core Plus Bond U.S. ETF (AGGP) in Q3 2017, closing a stake of 354,276 shares — an estimated $7.11M sold.

Ogorek Anthony Joseph first reported a position in AGGP in Q3 2016 and held it in 4 quarters. The position peaked at $7.11M in Q2 2017. 26 funds tracked by Wall St. Rank hold AGGP as of Q3 2017.

Ogorek Anthony Joseph reported no remaining IQ Enhanced Core Plus Bond U.S. ETF position as of Q3 2017 after selling out during the quarter.
Ogorek Anthony Joseph sold 354,276 IQ Enhanced Core Plus Bond U.S. ETF shares in Q3 2017, an estimated $7.11M.
Ogorek Anthony Joseph first reported a position in IQ Enhanced Core Plus Bond U.S. ETF in Q3 2016 and held it in 4 quarters.
Ogorek Anthony Joseph's IQ Enhanced Core Plus Bond U.S. ETF position peaked at $7.11M in Q2 2017.
26 funds tracked by Wall St. Rank held IQ Enhanced Core Plus Bond U.S. ETF as of Q3 2017.

Based on Ogorek Anthony Joseph's 13F filing for Q3 2017, filed 25 Oct 2017.