Bessemer Group
IFLN

Bessemer Group’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Bessemer Group’s Portfolio IFLN Stock Details IFLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-506
Closed -$9K – 1762
2018
Q1 		$9K Buy
+506
New +$9.46K ﹤0.01% 1496
2015
Q2 		– Sell
-3,200
Closed -$61K – 1570
2015
Q1 		$61K Hold
3,200
– – ﹤0.01% 933
2014
Q4 		$60K Hold
3,200
– – ﹤0.01% 900
2014
Q3 		$61K Hold
3,200
– – ﹤0.01% 843
2014
Q2 		$63K Hold
3,200
– – ﹤0.01% 841
2014
Q1 		$62K Hold
3,200
– – ﹤0.01% 818
2013
Q4 		$61K Hold
3,200
– – ﹤0.01% 825
2013
Q3 		$60K Sell
3,200
-19,500
-86% -$368K ﹤0.01% 796
2013
Q2 		$423K Buy
+22,700
New +$439K ﹤0.01% 490

Other funds holding IFLN

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return
TCM
Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return
VM
Value Monitoring Menlo Park, California $1.5M AUM 13.21% 1-Year Est. Return

Bessemer Group's IFLN Position: Q2 2018 in Review

Bessemer Group sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2018, closing a stake of 506 shares — an estimated $9K sold.

Bessemer Group first reported a position in IFLN in Q2 2013 and held it in 9 quarters. The position peaked at $423K in Q2 2013. 154 funds tracked by Wall St. Rank hold IFLN as of Q2 2018.

  • Bessemer Group reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2018 after selling out during the quarter.
  • Bessemer Group sold 506 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2018, an estimated $9K.
  • Bessemer Group first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2013 and held it in 9 quarters.
  • Bessemer Group's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $423K in Q2 2013.
  • 154 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2018.

Based on Bessemer Group's 13F filing for Q2 2018, filed 25 Jul 2018.