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Aveo Capital Partners’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Aveo Capital Partners’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
2017
Q2 		– Sell
-5,418
Closed -$249K – 134
2017
Q1 		$249K Buy
5,418
+297
+6% +$13.4K 0.09% 97
2016
Q4 		$222K Buy
+5,121
New +$219K 0.06% 197

Other funds holding CSD

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $536M AUM 19.75% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NCMW
Northern Capital Management (Wisconsin) Madison, Wisconsin $373M AUM 11.01% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Aveo Capital Partners's CSD Position: Q2 2017 in Review

Aveo Capital Partners sold out of Invesco S&P Spin-Off ETF (CSD) in Q2 2017, closing a stake of 5,418 shares — an estimated $249K sold.

Aveo Capital Partners first reported a position in CSD in Q4 2016 and held it in 2 quarters. The position peaked at $249K in Q1 2017. 43 funds tracked by Wall St. Rank hold CSD as of Q2 2017.

  • Aveo Capital Partners reported no remaining Invesco S&P Spin-Off ETF position as of Q2 2017 after selling out during the quarter.
  • Aveo Capital Partners sold 5,418 Invesco S&P Spin-Off ETF shares in Q2 2017, an estimated $249K.
  • Aveo Capital Partners first reported a position in Invesco S&P Spin-Off ETF in Q4 2016 and held it in 2 quarters.
  • Aveo Capital Partners's Invesco S&P Spin-Off ETF position peaked at $249K in Q1 2017.
  • 43 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q2 2017.

Based on Aveo Capital Partners's 13F filing for Q2 2017, filed 1 Aug 2017.