WA
FBGX

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

WFG 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
2017
Q2 		$33K Hold
186
– – 0.01% 821
2017
Q1 		$30K Hold
186
– – 0.01% 799
2016
Q4 		$26K Buy
+186
New +$25.1K 0.01% 877

Other funds holding FBGX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WFG Advisors's FBGX Position: Q2 2017 in Review

WFG Advisors held its UBS AG FI Enhanced Large Cap Growth ETN (FBGX) position steady in Q2 2017 at 186 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #821.

WFG Advisors first reported a position in FBGX in Q4 2016 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold FBGX as of Q2 2017.

  • WFG Advisors held 186 shares of UBS AG FI Enhanced Large Cap Growth ETN worth $33K as of Q2 2017.
  • WFG Advisors left its UBS AG FI Enhanced Large Cap Growth ETN share count unchanged in Q2 2017.
  • UBS AG FI Enhanced Large Cap Growth ETN made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #821 holding.
  • WFG Advisors first reported a position in UBS AG FI Enhanced Large Cap Growth ETN in Q4 2016 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held UBS AG FI Enhanced Large Cap Growth ETN as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.