SS
CLRG

Simplicity Solutions’s IndexIQ ETF Trust IQ U.S. Large Cap ETF CLRG Stock Holding History

Simplicity Solutions’s Portfolio CLRG Stock Details CLRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-31,100
Closed -$663K – 814
2018
Q4 		$663K Buy
+31,100
New +$743K 0.09% 248

Other funds holding CLRG

NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $659M AUM 18.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Simplicity Solutions's CLRG Position: Q1 2019 in Review

Simplicity Solutions sold out of IndexIQ ETF Trust IQ U.S. Large Cap ETF (CLRG) in Q1 2019, closing a stake of 31,100 shares — an estimated $663K sold.

Simplicity Solutions first reported a position in CLRG in Q4 2018 and held it in 1 quarter. The position peaked at $663K in Q4 2018. 15 funds tracked by Wall St. Rank hold CLRG as of Q1 2019.

  • Simplicity Solutions reported no remaining IndexIQ ETF Trust IQ U.S. Large Cap ETF position as of Q1 2019 after selling out during the quarter.
  • Simplicity Solutions sold 31,100 IndexIQ ETF Trust IQ U.S. Large Cap ETF shares in Q1 2019, an estimated $663K.
  • Simplicity Solutions first reported a position in IndexIQ ETF Trust IQ U.S. Large Cap ETF in Q4 2018 and held it in 1 quarter.
  • Simplicity Solutions's IndexIQ ETF Trust IQ U.S. Large Cap ETF position peaked at $663K in Q4 2018.
  • 15 funds tracked by Wall St. Rank held IndexIQ ETF Trust IQ U.S. Large Cap ETF as of Q1 2019.

Based on Simplicity Solutions's 13F filing for Q1 2019, filed 10 May 2019.