SIS
FLGE

Sound Income Strategies’s Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes FLGE Stock Holding History

Sound Income Strategies’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
Q2 		– Sell
-15
Closed -$3K – 909
2020
Q1 		$3K Hold
15
– – ﹤0.01% 557
2019
Q4 		$5K Hold
15
– – ﹤0.01% 472
2019
Q3 		$4K Hold
15
– – ﹤0.01% 468
2019
Q2 		$4K Hold
15
– – ﹤0.01% 478
2019
Q1 		$4K Hold
15
– – ﹤0.01% 479
2018
Q4 		$3K Hold
15
– – ﹤0.01% 514
2018
Q3 		$4K Buy
+15
New +$4.23K ﹤0.01% 489
2018
Q2 		– Sell
-20
Closed -$5K – 818
2018
Q1 		$5K Buy
+20
New +$4.9K ﹤0.01% 403

Other funds holding FLGE

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AB
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
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Sound Income Strategies's FLGE Position: Q2 2020 in Review

Sound Income Strategies sold out of Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes (FLGE) in Q2 2020, closing a stake of 15 shares — an estimated $3K sold.

Sound Income Strategies first reported a position in FLGE in Q1 2018 and held it in 8 quarters. The position peaked at $5K in Q4 2019. 36 funds tracked by Wall St. Rank hold FLGE as of Q2 2020.

  • Sound Income Strategies reported no remaining Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes position as of Q2 2020 after selling out during the quarter.
  • Sound Income Strategies sold 15 Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes shares in Q2 2020, an estimated $3K.
  • Sound Income Strategies first reported a position in Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes in Q1 2018 and held it in 8 quarters.
  • Sound Income Strategies's Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes position peaked at $5K in Q4 2019.
  • 36 funds tracked by Wall St. Rank held Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes as of Q2 2020.

Based on Sound Income Strategies's 13F filing for Q2 2020, filed 13 Jul 2020.