OPS
FLGE

Orion Portfolio Solutions’s Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes FLGE Stock Holding History

Orion Portfolio Solutions’s Portfolio FLGE Stock Details FLGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-218
Closed -$78K – 2293
2020
Q2 		$78K Sell
218
-32
-13% -$9.88K ﹤0.01% 599
2020
Q1 		$57K Buy
+250
New +$79.4K ﹤0.01% 561

Other funds holding FLGE

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TCWA
Ten Capital Wealth Advisors Spokane, Washington $345M AUM 9.66% 1-Year Est. Return
CCM
Canal Capital Management Richmond, Virginia $819M AUM 24.27% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Orion Portfolio Solutions's FLGE Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes (FLGE) in Q3 2020, closing a stake of 218 shares — an estimated $78K sold.

Orion Portfolio Solutions first reported a position in FLGE in Q1 2020 and held it in 2 quarters. The position peaked at $78K in Q2 2020. 38 funds tracked by Wall St. Rank hold FLGE as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 218 Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes shares in Q3 2020, an estimated $78K.
  • Orion Portfolio Solutions first reported a position in Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes position peaked at $78K in Q2 2020.
  • 38 funds tracked by Wall St. Rank held Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.