SG Americas Securities
UPGD icon

SG Americas Securities’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

SG Americas Securities’s Portfolio UPGD Stock Details UPGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-3,550
Closed -$160K – 3250
2019
Q2 		$160K Sell
3,550
-400
-10% -$17.6K ﹤0.01% 2550
2019
Q1 		$173K Buy
+3,950
New +$166K ﹤0.01% 2668
2018
Q2 		– Sell
-4,939
Closed -$214K – 3585
2018
Q1 		$214K Sell
4,939
-14,863
-75% -$658K ﹤0.01% 2394
2017
Q4 		$861K Sell
19,802
-1,806
-8% -$75.6K 0.01% 1486
2017
Q3 		$895K Sell
21,608
-1,900
-8% -$75.7K 0.01% 1344
2017
Q2 		$948K Buy
23,508
+1,600
+7% +$63.6K 0.01% 1446
2017
Q1 		$881K Sell
21,908
-1,400
-6% -$55.3K 0.01% 1465
2016
Q4 		$895K Buy
23,308
+2,548
+12% +$94.8K 0.01% 1364
2016
Q3 		$759K Buy
20,760
+14,260
+219% +$504K 0.01% 1382
2016
Q2 		$215K Buy
+6,500
New +$214K ﹤0.01% 2081
2015
Q2 		– Sell
-17,443
Closed -$638K – 2873
2015
Q1 		$638K Sell
17,443
-900
-5% -$31.6K ﹤0.01% 1341
2014
Q4 		$642K Sell
18,343
-6,110
-25% -$207K ﹤0.01% 1486
2014
Q3 		$825K Buy
+24,453
New +$847K ﹤0.01% 1233

Other funds holding UPGD

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SG Americas Securities's UPGD Position: Q3 2019 in Review

SG Americas Securities sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q3 2019, closing a stake of 3,550 shares — an estimated $160K sold.

SG Americas Securities first reported a position in UPGD in Q3 2014 and held it in 13 quarters. The position peaked at $948K in Q2 2017. 25 funds tracked by Wall St. Rank hold UPGD as of Q3 2019.

  • SG Americas Securities reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q3 2019 after selling out during the quarter.
  • SG Americas Securities sold 3,550 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q3 2019, an estimated $160K.
  • SG Americas Securities first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q3 2014 and held it in 13 quarters.
  • SG Americas Securities's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $948K in Q2 2017.
  • 25 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q3 2019.

Based on SG Americas Securities's 13F filing for Q3 2019, filed 4 Nov 2019.