Stifel Financial’s IQ Enhanced Core Plus Bond U.S. ETF AGGP Stock Holding History

Stifel Financial’s Portfolio AGGP Stock Details AGGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-13,288	Closed	-$254K	–	2926
2018 Q3	$254K	Sell	13,288 -760	-5%	-$14.6K	﹤0.01%	2458
2018 Q2	$268K	Sell	14,048 -4,749	-25%	-$90.7K	﹤0.01%	2368
2018 Q1	$362K	Buy	18,797 +5,770	+44%	+$112K	﹤0.01%	2137
2017 Q4	$260K	Buy	+13,027	New	+$261K	﹤0.01%	2284

Other funds holding AGGP

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

BWA

Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Stifel Financial's AGGP Position: Q4 2018 in Review

Stifel Financial sold out of IQ Enhanced Core Plus Bond U.S. ETF (AGGP) in Q4 2018, closing a stake of 13,288 shares — an estimated $254K sold.

Stifel Financial first reported a position in AGGP in Q4 2017 and held it in 4 quarters. The position peaked at $362K in Q1 2018. 31 funds tracked by Wall St. Rank hold AGGP as of Q4 2018.

Stifel Financial reported no remaining IQ Enhanced Core Plus Bond U.S. ETF position as of Q4 2018 after selling out during the quarter.
Stifel Financial sold 13,288 IQ Enhanced Core Plus Bond U.S. ETF shares in Q4 2018, an estimated $254K.
Stifel Financial first reported a position in IQ Enhanced Core Plus Bond U.S. ETF in Q4 2017 and held it in 4 quarters.
Stifel Financial's IQ Enhanced Core Plus Bond U.S. ETF position peaked at $362K in Q1 2018.
31 funds tracked by Wall St. Rank held IQ Enhanced Core Plus Bond U.S. ETF as of Q4 2018.

Based on Stifel Financial's 13F filing for Q4 2018, filed 13 Feb 2019.