AWA
IMVP

Acorn Wealth Advisors’s Invesco India ETF IMVP Stock Holding History

Acorn Wealth Advisors’s Portfolio IMVP Stock Details IMVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,644
Closed -$114K – 346
2018
Q2 		$114K Buy
4,644
+2,056
+79% +$51.4K 0.1% 162
2018
Q1 		$66K Buy
2,588
+2,509
+3,176% +$65.8K 0.06% 222
2017
Q4 		$2K Buy
+79
New +$2K ﹤0.01% 718

Other funds holding IMVP

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $22.2B AUM 58.34% 1-Year Est. Return

Acorn Wealth Advisors's IMVP Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Invesco India ETF (IMVP) in Q3 2018, closing a stake of 4,644 shares — an estimated $114K sold.

Acorn Wealth Advisors first reported a position in IMVP in Q4 2017 and held it in 3 quarters. The position peaked at $114K in Q2 2018. 63 funds tracked by Wall St. Rank hold IMVP as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Invesco India ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 4,644 Invesco India ETF shares in Q3 2018, an estimated $114K.
  • Acorn Wealth Advisors first reported a position in Invesco India ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Invesco India ETF position peaked at $114K in Q2 2018.
  • 63 funds tracked by Wall St. Rank held Invesco India ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.