RWP
FBGX

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

RWA Wealth 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
2018
Q3 		– Sell
-273
Closed -$70K – 733
2018
Q2 		$70K Buy
+273
New +$67.4K 0.01% 367

Other funds holding FBGX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RWA Wealth Partners's FBGX Position: Q3 2018 in Review

RWA Wealth Partners sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q3 2018, closing a stake of 273 shares — an estimated $70K sold.

RWA Wealth Partners first reported a position in FBGX in Q2 2018 and held it in 1 quarter. The position peaked at $70K in Q2 2018. 26 funds tracked by Wall St. Rank hold FBGX as of Q3 2018.

  • RWA Wealth Partners reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 273 UBS AG FI Enhanced Large Cap Growth ETN shares in Q3 2018, an estimated $70K.
  • RWA Wealth Partners first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q2 2018 and held it in 1 quarter.
  • RWA Wealth Partners's UBS AG FI Enhanced Large Cap Growth ETN position peaked at $70K in Q2 2018.
  • 26 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.