PCIA
AGGE

Prime Capital Investment Advisors’s IQ Enhanced Core Bond U.S. ETF AGGE Stock Holding History

Prime Capital Investment 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
2018
Q4 		– Sell
-212,670
Closed -$3.94M – 449
2018
Q3 		$3.94M Sell
212,670
-8,816
-4% -$164K 1.25% 26
2018
Q2 		$4.14M Buy
221,486
+212,670
+2,412% +$3.96M 1.74% 15
2018
Q1 		$166K Hold
8,816
– – 0.12% 107
2017
Q4 		$173K Buy
+8,816
New +$173K 0.13% 104

Other funds holding AGGE

NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
OFG
Omega Financial Group Santa Barbara, California $329M AUM 17.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Prime Capital Investment Advisors's AGGE Position: Q4 2018 in Review

Prime Capital Investment Advisors sold out of IQ Enhanced Core Bond U.S. ETF (AGGE) in Q4 2018, closing a stake of 212,670 shares — an estimated $3.94M sold.

Prime Capital Investment Advisors first reported a position in AGGE in Q4 2017 and held it in 4 quarters. The position peaked at $4.14M in Q2 2018. 15 funds tracked by Wall St. Rank hold AGGE as of Q4 2018.

  • Prime Capital Investment Advisors reported no remaining IQ Enhanced Core Bond U.S. ETF position as of Q4 2018 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 212,670 IQ Enhanced Core Bond U.S. ETF shares in Q4 2018, an estimated $3.94M.
  • Prime Capital Investment Advisors first reported a position in IQ Enhanced Core Bond U.S. ETF in Q4 2017 and held it in 4 quarters.
  • Prime Capital Investment Advisors's IQ Enhanced Core Bond U.S. ETF position peaked at $4.14M in Q2 2018.
  • 15 funds tracked by Wall St. Rank held IQ Enhanced Core Bond U.S. ETF as of Q4 2018.

Based on Prime Capital Investment Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.