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Royal Fund Management’s ProShares Investment Grade-Interest Rate Hedged IGHG Stock Holding History

Royal Fund Management’s Portfolio IGHG Stock Details IGHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-177
Closed -$13K – 664
2017
Q3 		$13K Buy
+177
New +$13.5K 0.01% 282

Other funds holding IGHG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WP
WealthSource Partners San Luis Obispo, California $1.54B AUM 16.68% 1-Year Est. Return

Royal Fund Management's IGHG Position: Q4 2017 in Review

Royal Fund Management sold out of ProShares Investment Grade-Interest Rate Hedged (IGHG) in Q4 2017, closing a stake of 177 shares — an estimated $13K sold.

Royal Fund Management first reported a position in IGHG in Q3 2017 and held it in 1 quarter. The position peaked at $13K in Q3 2017. 59 funds tracked by Wall St. Rank hold IGHG as of Q4 2017.

  • Royal Fund Management reported no remaining ProShares Investment Grade-Interest Rate Hedged position as of Q4 2017 after selling out during the quarter.
  • Royal Fund Management sold 177 ProShares Investment Grade-Interest Rate Hedged shares in Q4 2017, an estimated $13K.
  • Royal Fund Management first reported a position in ProShares Investment Grade-Interest Rate Hedged in Q3 2017 and held it in 1 quarter.
  • Royal Fund Management's ProShares Investment Grade-Interest Rate Hedged position peaked at $13K in Q3 2017.
  • 59 funds tracked by Wall St. Rank held ProShares Investment Grade-Interest Rate Hedged as of Q4 2017.

Based on Royal Fund Management's 13F filing for Q4 2017, filed 7 May 2020.