WG
FBGX

Welch Group’s UBS AG FI Enhanced Large Cap Growth ETN FBGX Stock Holding History

Welch Group’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
2016
Q4 		– Sell
-1,685
Closed -$231K – 145
2016
Q3 		$231K Buy
+1,685
New +$228K 0.05% 83

Other funds holding FBGX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Welch Group's FBGX Position: Q4 2016 in Review

Welch Group sold out of UBS AG FI Enhanced Large Cap Growth ETN (FBGX) in Q4 2016, closing a stake of 1,685 shares — an estimated $231K sold.

Welch Group first reported a position in FBGX in Q3 2016 and held it in 1 quarter. The position peaked at $231K in Q3 2016. 21 funds tracked by Wall St. Rank hold FBGX as of Q4 2016.

  • Welch Group reported no remaining UBS AG FI Enhanced Large Cap Growth ETN position as of Q4 2016 after selling out during the quarter.
  • Welch Group sold 1,685 UBS AG FI Enhanced Large Cap Growth ETN shares in Q4 2016, an estimated $231K.
  • Welch Group first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q3 2016 and held it in 1 quarter.
  • Welch Group's UBS AG FI Enhanced Large Cap Growth ETN position peaked at $231K in Q3 2016.
  • 21 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q4 2016.

Based on Welch Group's 13F filing for Q4 2016, filed 9 Feb 2017.