Simplicity Solutions’s Sterling Capital Focus Equity ETF LCG Stock Holding History

Simplicity Solutions’s Portfolio LCG Stock Details LCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-304,681	Closed	-$8.05M	–	767
2020 Q4	$8.05M	Buy	304,681 +241,612	+383%	+$6.1M	0.12%	167
2020 Q3	$1.52M	Buy	+63,069	New	+$1.52M	0.03%	398

Other funds holding LCG

AWM

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Simplicity Solutions's LCG Position: Q1 2021 in Review

Simplicity Solutions sold out of Sterling Capital Focus Equity ETF (LCG) in Q1 2021, closing a stake of 304,681 shares — an estimated $8.05M sold.

Simplicity Solutions first reported a position in LCG in Q3 2020 and held it in 2 quarters. The position peaked at $8.05M in Q4 2020. 6 funds tracked by Wall St. Rank hold LCG as of Q1 2021.

Simplicity Solutions reported no remaining Sterling Capital Focus Equity ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 304,681 Sterling Capital Focus Equity ETF shares in Q1 2021, an estimated $8.05M.
Simplicity Solutions first reported a position in Sterling Capital Focus Equity ETF in Q3 2020 and held it in 2 quarters.
Simplicity Solutions's Sterling Capital Focus Equity ETF position peaked at $8.05M in Q4 2020.
6 funds tracked by Wall St. Rank held Sterling Capital Focus Equity ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.