Simplicity Solutions’s Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes FLGE Stock Holding History

Simplicity Solutions’s Portfolio FLGE Stock Details FLGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-611	Closed	-$275K	–	999
2020 Q3	$275K	Buy	+611	New	+$259K	0.01%	738
2019 Q2	–	Sell	-804	Closed	-$202K	–	907
2019 Q1	$202K	Buy	+804	New	+$184K	0.01%	694
2018 Q3	–	Sell	-915	Closed	-$233K	–	624
2018 Q2	$233K	Buy	+915	New	+$226K	0.02%	438

Other funds holding FLGE

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

RJA

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

Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return

MSR

Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return

TCWA

Ten Capital Wealth Advisors Spokane, Washington $345M AUM 9.66% 1-Year Est. Return

Simplicity Solutions's FLGE Position: Q4 2020 in Review

Simplicity Solutions sold out of Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes (FLGE) in Q4 2020, closing a stake of 611 shares — an estimated $275K sold.

Simplicity Solutions first reported a position in FLGE in Q2 2018 and held it in 3 quarters. The position peaked at $275K in Q3 2020. 42 funds tracked by Wall St. Rank hold FLGE as of Q4 2020.

Simplicity Solutions reported no remaining Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes position as of Q4 2020 after selling out during the quarter.
Simplicity Solutions sold 611 Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes shares in Q4 2020, an estimated $275K.
Simplicity Solutions first reported a position in Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes in Q2 2018 and held it in 3 quarters.
Simplicity Solutions's Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes position peaked at $275K in Q3 2020.
42 funds tracked by Wall St. Rank held Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes as of Q4 2020.

Based on Simplicity Solutions's 13F filing for Q4 2020, filed 9 Feb 2021.