SS
AGGP

Simplicity Solutions’s IQ Enhanced Core Plus Bond U.S. ETF AGGP Stock Holding History

Simplicity Solutions’s Portfolio AGGP Stock Details AGGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-19,787
Closed -$379K – 826
2018
Q3 		$379K Sell
19,787
-2,226
-10% -$42.6K 0.02% 322
2018
Q2 		$420K Sell
22,013
-8,863
-29% -$169K 0.03% 282
2018
Q1 		$596K Sell
30,876
-1,400
-4% -$27.3K 0.05% 183
2017
Q4 		$644K Buy
+32,276
New +$647K 0.06% 186

Other funds holding AGGP

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Simplicity Solutions's AGGP Position: Q4 2018 in Review

Simplicity Solutions sold out of IQ Enhanced Core Plus Bond U.S. ETF (AGGP) in Q4 2018, closing a stake of 19,787 shares — an estimated $379K sold.

Simplicity Solutions first reported a position in AGGP in Q4 2017 and held it in 4 quarters. The position peaked at $644K in Q4 2017. 31 funds tracked by Wall St. Rank hold AGGP as of Q4 2018.

  • Simplicity Solutions reported no remaining IQ Enhanced Core Plus Bond U.S. ETF position as of Q4 2018 after selling out during the quarter.
  • Simplicity Solutions sold 19,787 IQ Enhanced Core Plus Bond U.S. ETF shares in Q4 2018, an estimated $379K.
  • Simplicity Solutions first reported a position in IQ Enhanced Core Plus Bond U.S. ETF in Q4 2017 and held it in 4 quarters.
  • Simplicity Solutions's IQ Enhanced Core Plus Bond U.S. ETF position peaked at $644K in Q4 2017.
  • 31 funds tracked by Wall St. Rank held IQ Enhanced Core Plus Bond U.S. ETF as of Q4 2018.

Based on Simplicity Solutions's 13F filing for Q4 2018, filed 13 Feb 2019.