AIM
IPS

Advantage Investment Management’s SPDR S&P International Consumer Staples Sector IPS Stock Holding History

Advantage Investment Management’s Portfolio IPS Stock Details IPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-900
Closed -$38K – 985
2016
Q1 		$38K Buy
+900
New +$36.5K 0.02% 368

Other funds holding IPS

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Advantage Investment Management's IPS Position: Q2 2016 in Review

Advantage Investment Management sold out of SPDR S&P International Consumer Staples Sector (IPS) in Q2 2016, closing a stake of 900 shares — an estimated $38K sold.

Advantage Investment Management first reported a position in IPS in Q1 2016 and held it in 1 quarter. The position peaked at $38K in Q1 2016. 17 funds tracked by Wall St. Rank hold IPS as of Q2 2016.

  • Advantage Investment Management reported no remaining SPDR S&P International Consumer Staples Sector position as of Q2 2016 after selling out during the quarter.
  • Advantage Investment Management sold 900 SPDR S&P International Consumer Staples Sector shares in Q2 2016, an estimated $38K.
  • Advantage Investment Management first reported a position in SPDR S&P International Consumer Staples Sector in Q1 2016 and held it in 1 quarter.
  • Advantage Investment Management's SPDR S&P International Consumer Staples Sector position peaked at $38K in Q1 2016.
  • 17 funds tracked by Wall St. Rank held SPDR S&P International Consumer Staples Sector as of Q2 2016.

Based on Advantage Investment Management's 13F filing for Q2 2016, filed 27 Mar 2017.