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

Sequoia Wealth Management’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
2019 Q3	–	Sell	-14,613	Closed	-$757K	–	63
2019 Q2	$757K	Sell	14,613 -1,351	-8%	-$69.5K	0.72%	24
2019 Q1	$817K	Buy	+15,964	New	+$817K	0.66%	31

Other funds holding LMBS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

UCFA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Sequoia Wealth Management's LMBS Position: Q3 2019 in Review

Sequoia Wealth Management sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q3 2019, closing a stake of 14,613 shares — an estimated $757K sold.

Sequoia Wealth Management first reported a position in LMBS in Q1 2019 and held it in 2 quarters. The position peaked at $817K in Q1 2019. 231 funds tracked by Wall St. Rank hold LMBS as of Q3 2019.

Sequoia Wealth Management reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q3 2019 after selling out during the quarter.
Sequoia Wealth Management sold 14,613 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q3 2019, an estimated $757K.
Sequoia Wealth Management first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q1 2019 and held it in 2 quarters.
Sequoia Wealth Management's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $817K in Q1 2019.
231 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q3 2019.

Based on Sequoia Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.