UCFA
FBGX

United Capital Financial Advisors’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

United Capital Financial 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
2019
Q4 		– Sell
-43
Closed -$12K – 1444
2019
Q3 		$12K Buy
+43
New +$12K ﹤0.01% 1296

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BP
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Creative Planning
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JIC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ISL
Ingalls & Snyder LLC New York $2.83B AUM 21.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
PP
PagnatoKarp Partners Reston, Virginia $402M AUM 9.79% 1-Year Est. Return

United Capital Financial Advisors's FBGX Position: Q4 2019 in Review

United Capital Financial Advisors sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q4 2019, closing a stake of 43 shares — an estimated $12K sold.

United Capital Financial Advisors first reported a position in FBGX in Q3 2019 and held it in 1 quarter. The position peaked at $12K in Q3 2019. 37 funds tracked by Wall St. Rank hold FBGX as of Q4 2019.

  • United Capital Financial Advisors reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q4 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 43 UBS AG FI Enhanced Large Cap Growth ETN shares in Q4 2019, an estimated $12K.
  • United Capital Financial Advisors first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q3 2019 and held it in 1 quarter.
  • United Capital Financial Advisors's UBS AG FI Enhanced Large Cap Growth ETN position peaked at $12K in Q3 2019.
  • 37 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q4 2019.

Based on United Capital Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.