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SFG
SevenBridge Financial Group’s
Fidelity Nasdaq Composite Index ETF
ONEQ
Stock Holding History
SevenBridge Financial Group’s Portfolio
ONEQ Stock Details
ONEQ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q3
–
Sell
-2,000
Closed
-$63K
–
446
2019
Q2
$63K
Hold
2,000
–
–
0.03%
249
2019
Q1
$61K
Hold
2,000
–
–
0.03%
223
2018
Q4
$52K
Hold
2,000
–
–
0.03%
205
2018
Q3
$63K
Hold
2,000
–
–
0.03%
206
2018
Q2
$59K
Hold
2,000
–
–
0.03%
220
2018
Q1
$55K
Hold
2,000
–
–
0.03%
228
2017
Q4
$54K
Hold
2,000
–
–
0.03%
238
2017
Q3
$51K
Hold
2,000
–
–
0.03%
251
2017
Q2
$48K
Hold
2,000
–
–
0.03%
264
2017
Q1
$46K
Hold
2,000
–
–
0.03%
261
2016
Q4
$41K
Hold
2,000
–
–
0.03%
281
2016
Q3
$41K
Hold
2,000
–
–
0.03%
279
2016
Q2
$38K
Buy
+2,000
New
+$38.1K
0.03%
318
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CPSAC
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LTFS
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$15.9B AUM
25.16%
1-Year Est. Return
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$38.8B AUM
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1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
HighTower Advisors
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$94.2B AUM
21.24%
1-Year Est. Return
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$93.1B AUM
61.18%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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