Sargent Bickham Lagudis’s VanEck Long/Flat Trend ETF LFEQ Stock Holding History

Sargent Bickham Lagudis’s Portfolio LFEQ Stock Details LFEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-2,010	Closed	-$53K	–	783
2019 Q1	$53K	Buy	2,010 +11	+0.6%	+$284	0.01%	380
2018 Q4	$49K	Sell	1,999 -5,018	-72%	-$132K	0.01%	360
2018 Q3	$198K	Buy	7,017 +500	+8%	+$13.8K	0.02%	206
2018 Q2	$173K	Buy	6,517 +4,717	+262%	+$125K	0.02%	218
2018 Q1	$47K	Buy	+1,800	New	+$48.3K	0.01%	368

Other funds holding LFEQ

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Sargent Bickham Lagudis's LFEQ Position: Q2 2019 in Review

Sargent Bickham Lagudis sold out of VanEck Long/Flat Trend ETF (LFEQ) in Q2 2019, closing a stake of 2,010 shares — an estimated $53K sold.

Sargent Bickham Lagudis first reported a position in LFEQ in Q1 2018 and held it in 5 quarters. The position peaked at $198K in Q3 2018. 20 funds tracked by Wall St. Rank hold LFEQ as of Q2 2019.

Sargent Bickham Lagudis reported no remaining VanEck Long/Flat Trend ETF position as of Q2 2019 after selling out during the quarter.
Sargent Bickham Lagudis sold 2,010 VanEck Long/Flat Trend ETF shares in Q2 2019, an estimated $53K.
Sargent Bickham Lagudis first reported a position in VanEck Long/Flat Trend ETF in Q1 2018 and held it in 5 quarters.
Sargent Bickham Lagudis's VanEck Long/Flat Trend ETF position peaked at $198K in Q3 2018.
20 funds tracked by Wall St. Rank held VanEck Long/Flat Trend ETF as of Q2 2019.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2019, filed 13 Sep 2021.