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Accurate Investment Solutions’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Accurate Investment Solutions’s Portfolio CSD Stock Details CSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4
Closed – – 398
2018
Q2 		$0 Hold
4
– – ﹤0.01% 508
2018
Q1 		$0 Hold
4
– – ﹤0.01% 487
2017
Q4 		$0 Hold
4
– – ﹤0.01% 493
2017
Q3 		$0 Buy
+4
New +$196 ﹤0.01% 498

Other funds holding CSD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCMW
Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return

Accurate Investment Solutions's CSD Position: Q3 2018 in Review

Accurate Investment Solutions sold out of Invesco S&P Spin-Off ETF (CSD) in Q3 2018, closing a stake of 4 shares.

Accurate Investment Solutions first reported a position in CSD in Q3 2017 and held it in 4 quarters. The position peaked at $0 in Q2 2018. 47 funds tracked by Wall St. Rank hold CSD as of Q3 2018.

  • Accurate Investment Solutions reported no remaining Invesco S&P Spin-Off ETF position as of Q3 2018 after selling out during the quarter.
  • Accurate Investment Solutions sold 4 Invesco S&P Spin-Off ETF shares in Q3 2018.
  • Accurate Investment Solutions first reported a position in Invesco S&P Spin-Off ETF in Q3 2017 and held it in 4 quarters.
  • Accurate Investment Solutions's Invesco S&P Spin-Off ETF position peaked at $0 in Q2 2018.
  • 47 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q3 2018.

Based on Accurate Investment Solutions's 13F filing for Q3 2018, filed 5 Oct 2018.