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Belmont Global Advisors’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Belmont Global Advisors’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
2014
Q2 		– Sell
-18,500
Closed -$839K – 132
2014
Q1 		$839K Buy
18,500
+5,500
+42% +$246K 0.71% 41
2013
Q4 		$585K Buy
+13,000
New +$568K 0.47% 58

Other funds holding CSD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Belmont Global Advisors's CSD Position: Q2 2014 in Review

Belmont Global Advisors sold out of Invesco S&P Spin-Off ETF (CSD) in Q2 2014, closing a stake of 18,500 shares — an estimated $839K sold.

Belmont Global Advisors first reported a position in CSD in Q4 2013 and held it in 2 quarters. The position peaked at $839K in Q1 2014. 78 funds tracked by Wall St. Rank hold CSD as of Q2 2014.

  • Belmont Global Advisors reported no remaining Invesco S&P Spin-Off ETF position as of Q2 2014 after selling out during the quarter.
  • Belmont Global Advisors sold 18,500 Invesco S&P Spin-Off ETF shares in Q2 2014, an estimated $839K.
  • Belmont Global Advisors first reported a position in Invesco S&P Spin-Off ETF in Q4 2013 and held it in 2 quarters.
  • Belmont Global Advisors's Invesco S&P Spin-Off ETF position peaked at $839K in Q1 2014.
  • 78 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q2 2014.

Based on Belmont Global Advisors's 13F filing for Q2 2014, filed 14 Aug 2014.