SFPG
POWR

Stonebridge Financial Planning Group’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Stonebridge Financial Planning Group’s Portfolio POWR Stock Details POWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,160
Closed -$14K – 387
2020
Q2 		$14K Hold
1,160
– – 0.01% 283
2020
Q1 		$13K Hold
1,160
– – 0.01% 281
2019
Q4 		$22K Buy
+1,160
New +$21.9K 0.02% 234

Other funds holding POWR

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

Stonebridge Financial Planning Group's POWR Position: Q3 2020 in Review

Stonebridge Financial Planning Group sold out of iShares U.S. Power Infrastructure ETF (POWR) in Q3 2020, closing a stake of 1,160 shares — an estimated $14K sold.

Stonebridge Financial Planning Group first reported a position in POWR in Q4 2019 and held it in 3 quarters. The position peaked at $22K in Q4 2019. 26 funds tracked by Wall St. Rank hold POWR as of Q3 2020.

  • Stonebridge Financial Planning Group reported no remaining iShares U.S. Power Infrastructure ETF position as of Q3 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 1,160 iShares U.S. Power Infrastructure ETF shares in Q3 2020, an estimated $14K.
  • Stonebridge Financial Planning Group first reported a position in iShares U.S. Power Infrastructure ETF in Q4 2019 and held it in 3 quarters.
  • Stonebridge Financial Planning Group's iShares U.S. Power Infrastructure ETF position peaked at $22K in Q4 2019.
  • 26 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q3 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2020, filed 26 Oct 2020.