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Bedel Financial Consulting’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Bedel Financial Consulting’s Portfolio VRP Stock Details VRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-259
Closed -$6K – 722
2018
Q2 		$6K Buy
+259
New +$6.47K ﹤0.01% 536

Other funds holding VRP

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Bedel Financial Consulting's VRP Position: Q3 2018 in Review

Bedel Financial Consulting sold out of Invesco Variable Rate Preferred ETF (VRP) in Q3 2018, closing a stake of 259 shares — an estimated $6K sold.

Bedel Financial Consulting first reported a position in VRP in Q2 2018 and held it in 1 quarter. The position peaked at $6K in Q2 2018. 173 funds tracked by Wall St. Rank hold VRP as of Q3 2018.

  • Bedel Financial Consulting reported no remaining Invesco Variable Rate Preferred ETF position as of Q3 2018 after selling out during the quarter.
  • Bedel Financial Consulting sold 259 Invesco Variable Rate Preferred ETF shares in Q3 2018, an estimated $6K.
  • Bedel Financial Consulting first reported a position in Invesco Variable Rate Preferred ETF in Q2 2018 and held it in 1 quarter.
  • Bedel Financial Consulting's Invesco Variable Rate Preferred ETF position peaked at $6K in Q2 2018.
  • 173 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q3 2018.

Based on Bedel Financial Consulting's 13F filing for Q3 2018, filed 1 Nov 2018.