BFEC
TAO

Benjamin F. Edwards & Company’s Invesco China Real Estate ETF TAO Stock Holding History

Benjamin F. Edwards & Company’s Portfolio TAO Stock Details TAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-40
Closed -$1K – 2044
2019
Q2 		$1K Sell
40
-735
-95% -$21K ﹤0.01% 1893
2019
Q1 		$23K Buy
+775
New +$21.1K ﹤0.01% 1103

Other funds holding TAO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

Benjamin F. Edwards & Company's TAO Position: Q3 2019 in Review

Benjamin F. Edwards & Company sold out of Invesco China Real Estate ETF (TAO) in Q3 2019, closing a stake of 40 shares — an estimated $1K sold.

Benjamin F. Edwards & Company first reported a position in TAO in Q1 2019 and held it in 2 quarters. The position peaked at $23K in Q1 2019. 20 funds tracked by Wall St. Rank hold TAO as of Q3 2019.

  • Benjamin F. Edwards & Company reported no remaining Invesco China Real Estate ETF position as of Q3 2019 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 40 Invesco China Real Estate ETF shares in Q3 2019, an estimated $1K.
  • Benjamin F. Edwards & Company first reported a position in Invesco China Real Estate ETF in Q1 2019 and held it in 2 quarters.
  • Benjamin F. Edwards & Company's Invesco China Real Estate ETF position peaked at $23K in Q1 2019.
  • 20 funds tracked by Wall St. Rank held Invesco China Real Estate ETF as of Q3 2019.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2019, filed 5 Nov 2019.