TWA
FBGX

TCI Wealth Advisors’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

TCI Wealth Advisors’s Portfolio FBGX Stock Details FBGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-215
Closed -$77K – 1690
2020
Q2 		$77K Buy
+215
New +$66.5K 0.03% 249

Other funds holding FBGX

IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $3.66B AUM 57.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

TCI Wealth Advisors's FBGX Position: Q3 2020 in Review

TCI Wealth Advisors sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q3 2020, closing a stake of 215 shares — an estimated $77K sold.

TCI Wealth Advisors first reported a position in FBGX in Q2 2020 and held it in 1 quarter. The position peaked at $77K in Q2 2020. 31 funds tracked by Wall St. Rank hold FBGX as of Q3 2020.

  • TCI Wealth Advisors reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q3 2020 after selling out during the quarter.
  • TCI Wealth Advisors sold 215 UBS AG FI Enhanced Large Cap Growth ETN shares in Q3 2020, an estimated $77K.
  • TCI Wealth Advisors first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q2 2020 and held it in 1 quarter.
  • TCI Wealth Advisors's UBS AG FI Enhanced Large Cap Growth ETN position peaked at $77K in Q2 2020.
  • 31 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q3 2020.

Based on TCI Wealth Advisors's 13F filing for Q3 2020, filed 20 Oct 2020.