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Simplicity Solutions’s WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund SHAG Stock Holding History

Simplicity Solutions’s Portfolio SHAG Stock Details SHAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-7,192
Closed -$357K – 840
2019
Q1 		$357K Buy
+7,192
New +$354K 0.02% 480

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OIA
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PMG
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Envestnet Asset Management
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IFWM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EFS
Econ Financial Services Harrisburg, Pennsylvania $214M AUM 10.53% 1-Year Est. Return

Simplicity Solutions's SHAG Position: Q2 2019 in Review

Simplicity Solutions sold out of WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund (SHAG) in Q2 2019, closing a stake of 7,192 shares — an estimated $357K sold.

Simplicity Solutions first reported a position in SHAG in Q1 2019 and held it in 1 quarter. The position peaked at $357K in Q1 2019. 21 funds tracked by Wall St. Rank hold SHAG as of Q2 2019.

  • Simplicity Solutions reported no remaining WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position as of Q2 2019 after selling out during the quarter.
  • Simplicity Solutions sold 7,192 WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund shares in Q2 2019, an estimated $357K.
  • Simplicity Solutions first reported a position in WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund in Q1 2019 and held it in 1 quarter.
  • Simplicity Solutions's WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund position peaked at $357K in Q1 2019.
  • 21 funds tracked by Wall St. Rank held WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund as of Q2 2019.

Based on Simplicity Solutions's 13F filing for Q2 2019, filed 8 Aug 2019.