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Pinnacle Wealth Planning Services’s WisdomTree Yield Enhanced US Aggregate Bond Fund AGGY Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio AGGY Stock Details AGGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-17,498
Closed -$844K – 167
2018
Q4 		$844K Buy
+17,498
New +$835K 0.54% 38

Other funds holding AGGY

HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LFGH
Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Pinnacle Wealth Planning Services's AGGY Position: Q1 2019 in Review

Pinnacle Wealth Planning Services sold out of WisdomTree Yield Enhanced US Aggregate Bond Fund (AGGY) in Q1 2019, closing a stake of 17,498 shares — an estimated $844K sold.

Pinnacle Wealth Planning Services first reported a position in AGGY in Q4 2018 and held it in 1 quarter. The position peaked at $844K in Q4 2018. 74 funds tracked by Wall St. Rank hold AGGY as of Q1 2019.

  • Pinnacle Wealth Planning Services reported no remaining WisdomTree Yield Enhanced US Aggregate Bond Fund position as of Q1 2019 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 17,498 WisdomTree Yield Enhanced US Aggregate Bond Fund shares in Q1 2019, an estimated $844K.
  • Pinnacle Wealth Planning Services first reported a position in WisdomTree Yield Enhanced US Aggregate Bond Fund in Q4 2018 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's WisdomTree Yield Enhanced US Aggregate Bond Fund position peaked at $844K in Q4 2018.
  • 74 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Aggregate Bond Fund as of Q1 2019.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2019, filed 8 May 2019.