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Sabal Trust’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Sabal Trust’s Portfolio LMBS Stock Details LMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-7,700
Closed -$401K – 128
2017
Q1 		$401K Buy
+7,700
New +$402K 0.04% 93

Other funds holding LMBS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sabal Trust's LMBS Position: Q2 2017 in Review

Sabal Trust sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q2 2017, closing a stake of 7,700 shares — an estimated $401K sold.

Sabal Trust first reported a position in LMBS in Q1 2017 and held it in 1 quarter. The position peaked at $401K in Q1 2017. 79 funds tracked by Wall St. Rank hold LMBS as of Q2 2017.

  • Sabal Trust reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q2 2017 after selling out during the quarter.
  • Sabal Trust sold 7,700 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q2 2017, an estimated $401K.
  • Sabal Trust first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2017 and held it in 1 quarter.
  • Sabal Trust's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $401K in Q1 2017.
  • 79 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q2 2017.

Based on Sabal Trust's 13F filing for Q2 2017, filed 21 Jul 2017.