Shine Investment Advisory Services’s First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF LMBS Stock Holding History

Shine Investment Advisory Services’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 Q4	–	Sell	-70	Closed	-$4K	–	754
2019 Q3	$4K	Hold	70	–	–	﹤0.01%	670
2019 Q2	$4K	Hold	70	–	–	﹤0.01%	634
2019 Q1	$4K	Sell	70 -690	-91%	-$35.3K	﹤0.01%	641
2018 Q4	$39K	Buy	+760	New	+$38.7K	0.02%	322

Other funds holding LMBS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJFSA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Shine Investment Advisory Services's LMBS Position: Q4 2019 in Review

Shine Investment Advisory Services sold out of First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF (LMBS) in Q4 2019, closing a stake of 70 shares — an estimated $4K sold.

Shine Investment Advisory Services first reported a position in LMBS in Q4 2018 and held it in 4 quarters. The position peaked at $39K in Q4 2018. 269 funds tracked by Wall St. Rank hold LMBS as of Q4 2019.

Shine Investment Advisory Services reported no remaining First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position as of Q4 2019 after selling out during the quarter.
Shine Investment Advisory Services sold 70 First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF shares in Q4 2019, an estimated $4K.
Shine Investment Advisory Services first reported a position in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in Q4 2018 and held it in 4 quarters.
Shine Investment Advisory Services's First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF position peaked at $39K in Q4 2018.
269 funds tracked by Wall St. Rank held First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF as of Q4 2019.

Based on Shine Investment Advisory Services's 13F filing for Q4 2019, filed 3 Feb 2020.