BFG
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Bouchey Financial Group’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Bouchey Financial Group’s Portfolio IDLV Stock Details IDLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-31,358
Closed -$1.01M – 70
2014
Q1 		$1.01M Sell
31,358
-4,770
-13% -$149K 0.61% 35
2013
Q4 		$1.13M Buy
+36,128
New +$1.13M 0.8% 33

Other funds holding IDLV

CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return

Bouchey Financial Group's IDLV Position: Q2 2014 in Review

Bouchey Financial Group sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q2 2014, closing a stake of 31,358 shares — an estimated $1.01M sold.

Bouchey Financial Group first reported a position in IDLV in Q4 2013 and held it in 2 quarters. The position peaked at $1.13M in Q4 2013. 38 funds tracked by Wall St. Rank hold IDLV as of Q2 2014.

  • Bouchey Financial Group reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q2 2014 after selling out during the quarter.
  • Bouchey Financial Group sold 31,358 Invesco S&P International Developed Low Volatility ETF shares in Q2 2014, an estimated $1.01M.
  • Bouchey Financial Group first reported a position in Invesco S&P International Developed Low Volatility ETF in Q4 2013 and held it in 2 quarters.
  • Bouchey Financial Group's Invesco S&P International Developed Low Volatility ETF position peaked at $1.13M in Q4 2013.
  • 38 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q2 2014.

Based on Bouchey Financial Group's 13F filing for Q2 2014, filed 13 Aug 2014.