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Sargent Bickham Lagudis’s First Trust NASDAQ ABA Community Bank Index Fund QABA Stock Holding History

Sargent Bickham Lagudis’s Portfolio QABA Stock Details QABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-23
Closed -$1K – 798
2017
Q4 		$1K Hold
23
– – ﹤0.01% 770
2017
Q3 		$1K Hold
23
– – ﹤0.01% 790
2017
Q2 		$1K Buy
+23
New +$1.15K ﹤0.01% 751

Other funds holding QABA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
SkyTop Capital Management Rutherford, New Jersey $96.8M AUM 2.63% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sargent Bickham Lagudis's QABA Position: Q1 2018 in Review

Sargent Bickham Lagudis sold out of First Trust NASDAQ ABA Community Bank Index Fund (QABA) in Q1 2018, closing a stake of 23 shares — an estimated $1K sold.

Sargent Bickham Lagudis first reported a position in QABA in Q2 2017 and held it in 3 quarters. The position peaked at $1K in Q4 2017. 72 funds tracked by Wall St. Rank hold QABA as of Q1 2018.

  • Sargent Bickham Lagudis reported no remaining First Trust NASDAQ ABA Community Bank Index Fund position as of Q1 2018 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 23 First Trust NASDAQ ABA Community Bank Index Fund shares in Q1 2018, an estimated $1K.
  • Sargent Bickham Lagudis first reported a position in First Trust NASDAQ ABA Community Bank Index Fund in Q2 2017 and held it in 3 quarters.
  • Sargent Bickham Lagudis's First Trust NASDAQ ABA Community Bank Index Fund position peaked at $1K in Q4 2017.
  • 72 funds tracked by Wall St. Rank held First Trust NASDAQ ABA Community Bank Index Fund as of Q1 2018.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2018, filed 13 Sep 2021.