SevenBridge Financial Group’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

SevenBridge Financial Group’s Portfolio IDGT Stock Details IDGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-980	Closed	-$53K	–	341
2019 Q2	$53K	Hold	980	–	–	0.02%	274
2019 Q1	$55K	Hold	980	–	–	0.02%	235
2018 Q4	$46K	Hold	980	–	–	0.03%	209
2018 Q3	$54K	Hold	980	–	–	0.03%	218
2018 Q2	$51K	Hold	980	–	–	0.03%	238
2018 Q1	$50K	Hold	980	–	–	0.03%	237
2017 Q4	$48K	Hold	980	–	–	0.03%	258
2017 Q3	$45K	Hold	980	–	–	0.03%	268
2017 Q2	$45K	Hold	980	–	–	0.03%	275
2017 Q1	$44K	Sell	980 -237	-19%	-$10.7K	0.03%	267
2016 Q4	$48K	Hold	1,217	–	–	0.03%	259
2016 Q3	$48K	Hold	1,217	–	–	0.04%	256
2016 Q2	$42K	Buy	+1,217	New	+$43.1K	0.03%	306

Other funds holding IDGT

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RJFSA

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

SevenBridge Financial Group's IDGT Position: Q3 2019 in Review

SevenBridge Financial Group sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q3 2019, closing a stake of 980 shares — an estimated $53K sold.

SevenBridge Financial Group first reported a position in IDGT in Q2 2016 and held it in 13 quarters. The position peaked at $55K in Q1 2019. 35 funds tracked by Wall St. Rank hold IDGT as of Q3 2019.

SevenBridge Financial Group reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 980 iShares US Digital Infrastructure and Real Estate ETF shares in Q3 2019, an estimated $53K.
SevenBridge Financial Group first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's iShares US Digital Infrastructure and Real Estate ETF position peaked at $55K in Q1 2019.
35 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.