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Boys Arnold & Co’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Boys Arnold & Co’s Portfolio CVY Stock Details CVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-15,550
Closed -$378K – 205
2014
Q3 		$378K Hold
15,550
– – 0.07% 166
2014
Q2 		$406K Sell
15,550
-2,600
-14% -$66.4K 0.07% 173
2014
Q1 		$456K Buy
18,150
+3,600
+25% +$89K 0.08% 160
2013
Q4 		$360K Buy
+14,550
New +$357K 0.07% 161

Other funds holding CVY

ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return

Boys Arnold & Co's CVY Position: Q4 2014 in Review

Boys Arnold & Co sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q4 2014, closing a stake of 15,550 shares — an estimated $378K sold.

Boys Arnold & Co first reported a position in CVY in Q4 2013 and held it in 4 quarters. The position peaked at $456K in Q1 2014. 96 funds tracked by Wall St. Rank hold CVY as of Q4 2014.

  • Boys Arnold & Co reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q4 2014 after selling out during the quarter.
  • Boys Arnold & Co sold 15,550 Invesco Zacks Multi-Asset Income ETF shares in Q4 2014, an estimated $378K.
  • Boys Arnold & Co first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2013 and held it in 4 quarters.
  • Boys Arnold & Co's Invesco Zacks Multi-Asset Income ETF position peaked at $456K in Q1 2014.
  • 96 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q4 2014.

Based on Boys Arnold & Co's 13F filing for Q4 2014, filed 5 Feb 2015.