PagnatoKarp Partners’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

PagnatoKarp Partners’s Portfolio FBGX Stock Details FBGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,450	Closed	-$336K	–	158
2020 Q1	$336K	Hold	1,450	–	–	0.08%	120
2019 Q4	$483K	Hold	1,450	–	–	0.08%	110
2019 Q3	$402K	Sell	1,450 -219	-13%	-$61.1K	0.08%	127
2019 Q2	$453K	Buy	+1,669	New	+$436K	0.1%	109

Other funds holding FBGX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

ISL

Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

IGGA

Iron Gate Global Advisors Nsl, Utah $1.03B AUM 18.56% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PagnatoKarp Partners's FBGX Position: Q2 2020 in Review

PagnatoKarp Partners sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q2 2020, closing a stake of 1,450 shares — an estimated $336K sold.

PagnatoKarp Partners first reported a position in FBGX in Q2 2019 and held it in 4 quarters. The position peaked at $483K in Q4 2019. 30 funds tracked by Wall St. Rank hold FBGX as of Q2 2020.

PagnatoKarp Partners reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q2 2020 after selling out during the quarter.
PagnatoKarp Partners sold 1,450 UBS AG FI Enhanced Large Cap Growth ETN shares in Q2 2020, an estimated $336K.
PagnatoKarp Partners first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q2 2019 and held it in 4 quarters.
PagnatoKarp Partners's UBS AG FI Enhanced Large Cap Growth ETN position peaked at $483K in Q4 2019.
30 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.