UCFA
FLGE

United Capital Financial Advisors’s Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes FLGE Stock Holding History

United Capital Financial Advisors’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
2021
Q4 		– Sell
-418
Closed -$294K – 1260
2021
Q3 		$294K Hold
418
– – ﹤0.01% 1018
2021
Q2 		$288K Hold
418
– – ﹤0.01% 1036
2021
Q1 		$233K Hold
418
– – ﹤0.01% 1070
2020
Q4 		$229K Buy
+418
New +$205K ﹤0.01% 1088
2020
Q1 		– Sell
-1,686
Closed -$562K – 1405
2019
Q4 		$562K Buy
1,686
+359
+27% +$108K ﹤0.01% 953
2019
Q3 		$367K Hold
1,327
– – ﹤0.01% 1033
2019
Q2 		$360K Hold
1,327
– – ﹤0.01% 1144
2019
Q1 		$334K Buy
+1,327
New +$304K ﹤0.01% 1092
2018
Q4 		– Sell
-1,017
Closed -$303K – 1388
2018
Q3 		$303K Hold
1,017
– – ﹤0.01% 1108
2018
Q2 		$259K Buy
1,017
+108
+12% +$26.7K ﹤0.01% 1144
2018
Q1 		$212K Buy
+909
New +$223K ﹤0.01% 1217

Other funds holding FLGE

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

United Capital Financial Advisors's FLGE Position: Q4 2021 in Review

United Capital Financial Advisors sold out of Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes (FLGE) in Q4 2021, closing a stake of 418 shares — an estimated $294K sold.

United Capital Financial Advisors first reported a position in FLGE in Q1 2018 and held it in 11 quarters. The position peaked at $562K in Q4 2019. 1 fund tracked by Wall St. Rank holds FLGE as of Q4 2021.

  • United Capital Financial Advisors reported no remaining Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes position as of Q4 2021 after selling out during the quarter.
  • United Capital Financial Advisors sold 418 Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes shares in Q4 2021, an estimated $294K.
  • United Capital Financial Advisors first reported a position in Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes in Q1 2018 and held it in 11 quarters.
  • United Capital Financial Advisors's Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes position peaked at $562K in Q4 2019.
  • 1 fund tracked by Wall St. Rank held Credit Suisse FI Large Cap Growth Enhanced Exchange Traded Notes as of Q4 2021.

Based on United Capital Financial Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.