OneDigital Investment Advisors’s AGFiQ U.S. Market Neutral Value Fund CHEP Stock Holding History

OneDigital Investment Advisors’s Portfolio CHEP Stock Details CHEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,069	Closed	-$22K	–	1268
2019 Q2	$22K	Buy	1,069 +143	+15%	+$2.95K	﹤0.01%	786
2019 Q1	$20K	Hold	926	–	–	﹤0.01%	738
2018 Q4	$20K	Sell	926 -260	-22%	-$5.8K	﹤0.01%	700
2018 Q3	$27K	Buy	1,186 +750	+172%	+$17.4K	0.01%	571
2018 Q2	$10K	Buy	436 +73	+20%	+$1.77K	﹤0.01%	1057
2018 Q1	$9K	Buy	+363	New	+$9.34K	﹤0.01%	1066

Other funds holding CHEP

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

OneDigital Investment Advisors's CHEP Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of AGFiQ U.S. Market Neutral Value Fund (CHEP) in Q3 2019, closing a stake of 1,069 shares — an estimated $22K sold.

OneDigital Investment Advisors first reported a position in CHEP in Q1 2018 and held it in 6 quarters. The position peaked at $27K in Q3 2018. 1 fund tracked by Wall St. Rank holds CHEP as of Q3 2019.

OneDigital Investment Advisors reported no remaining AGFiQ U.S. Market Neutral Value Fund position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 1,069 AGFiQ U.S. Market Neutral Value Fund shares in Q3 2019, an estimated $22K.
OneDigital Investment Advisors first reported a position in AGFiQ U.S. Market Neutral Value Fund in Q1 2018 and held it in 6 quarters.
OneDigital Investment Advisors's AGFiQ U.S. Market Neutral Value Fund position peaked at $27K in Q3 2018.
1 fund tracked by Wall St. Rank held AGFiQ U.S. Market Neutral Value Fund as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.