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AlphaMark Advisors’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

AlphaMark Advisors’s Portfolio SPHB Stock Details SPHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-400
Closed -$10K – 365
2013
Q2 		$10K Buy
+400
New +$9.81K 0.01% 299

Other funds holding SPHB

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AlphaMark Advisors's SPHB Position: Q3 2013 in Review

AlphaMark Advisors sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q3 2013, closing a stake of 400 shares — an estimated $10K sold.

AlphaMark Advisors first reported a position in SPHB in Q2 2013 and held it in 1 quarter. The position peaked at $10K in Q2 2013. 37 funds tracked by Wall St. Rank hold SPHB as of Q3 2013.

  • AlphaMark Advisors reported no remaining Invesco S&P 500 High Beta ETF position as of Q3 2013 after selling out during the quarter.
  • AlphaMark Advisors sold 400 Invesco S&P 500 High Beta ETF shares in Q3 2013, an estimated $10K.
  • AlphaMark Advisors first reported a position in Invesco S&P 500 High Beta ETF in Q2 2013 and held it in 1 quarter.
  • AlphaMark Advisors's Invesco S&P 500 High Beta ETF position peaked at $10K in Q2 2013.
  • 37 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q3 2013.

Based on AlphaMark Advisors's 13F filing for Q3 2013, filed 5 Nov 2013.