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Weaver Consulting Group’s ClearBridge Dividend Strategy ESG ETF YLDE Stock Holding History

Weaver Consulting Group’s Portfolio YLDE Stock Details YLDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-305
Closed -$10K – 935
2020
Q3 		$10K Hold
305
– – 0.01% 574
2020
Q2 		$9K Hold
305
– – 0.01% 566
2020
Q1 		$8K Buy
+305
New +$9.35K 0.01% 494

Other funds holding YLDE

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Weaver Consulting Group's YLDE Position: Q4 2020 in Review

Weaver Consulting Group sold out of ClearBridge Dividend Strategy ESG ETF (YLDE) in Q4 2020, closing a stake of 305 shares — an estimated $10K sold.

Weaver Consulting Group first reported a position in YLDE in Q1 2020 and held it in 3 quarters. The position peaked at $10K in Q3 2020. 8 funds tracked by Wall St. Rank hold YLDE as of Q4 2020.

  • Weaver Consulting Group reported no remaining ClearBridge Dividend Strategy ESG ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 305 ClearBridge Dividend Strategy ESG ETF shares in Q4 2020, an estimated $10K.
  • Weaver Consulting Group first reported a position in ClearBridge Dividend Strategy ESG ETF in Q1 2020 and held it in 3 quarters.
  • Weaver Consulting Group's ClearBridge Dividend Strategy ESG ETF position peaked at $10K in Q3 2020.
  • 8 funds tracked by Wall St. Rank held ClearBridge Dividend Strategy ESG ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.