OA
AGGE

Opes Advisors’s IQ Enhanced Core Bond U.S. ETF AGGE Stock Holding History

Opes Advisors’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
Q1 		– Sell
-22,860
Closed -$446K – 62
2016
Q4 		$446K Buy
+22,860
New +$453K 0.46% 28

Other funds holding AGGE

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
NYLIC
New York Life Insurance Company New York $491M AUM 10.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return

Opes Advisors's AGGE Position: Q1 2017 in Review

Opes Advisors sold out of IQ Enhanced Core Bond U.S. ETF (AGGE) in Q1 2017, closing a stake of 22,860 shares — an estimated $446K sold.

Opes Advisors first reported a position in AGGE in Q4 2016 and held it in 1 quarter. The position peaked at $446K in Q4 2016. 17 funds tracked by Wall St. Rank hold AGGE as of Q1 2017.

  • Opes Advisors reported no remaining IQ Enhanced Core Bond U.S. ETF position as of Q1 2017 after selling out during the quarter.
  • Opes Advisors sold 22,860 IQ Enhanced Core Bond U.S. ETF shares in Q1 2017, an estimated $446K.
  • Opes Advisors first reported a position in IQ Enhanced Core Bond U.S. ETF in Q4 2016 and held it in 1 quarter.
  • Opes Advisors's IQ Enhanced Core Bond U.S. ETF position peaked at $446K in Q4 2016.
  • 17 funds tracked by Wall St. Rank held IQ Enhanced Core Bond U.S. ETF as of Q1 2017.

Based on Opes Advisors's 13F filing for Q1 2017, filed 15 May 2017.