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Brand Asset Management Group’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Brand Asset Management Group’s Portfolio ERTH Stock Details ERTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-160
Closed -$7K – 236
2018
Q3 		$7K Buy
+160
New +$6.93K 0.01% 228

Other funds holding ERTH

EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CT
Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Brand Asset Management Group's ERTH Position: Q4 2018 in Review

Brand Asset Management Group sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q4 2018, closing a stake of 160 shares — an estimated $7K sold.

Brand Asset Management Group first reported a position in ERTH in Q3 2018 and held it in 1 quarter. The position peaked at $7K in Q3 2018. 65 funds tracked by Wall St. Rank hold ERTH as of Q4 2018.

  • Brand Asset Management Group reported no remaining Invesco MSCI Sustainable Future ETF position as of Q4 2018 after selling out during the quarter.
  • Brand Asset Management Group sold 160 Invesco MSCI Sustainable Future ETF shares in Q4 2018, an estimated $7K.
  • Brand Asset Management Group first reported a position in Invesco MSCI Sustainable Future ETF in Q3 2018 and held it in 1 quarter.
  • Brand Asset Management Group's Invesco MSCI Sustainable Future ETF position peaked at $7K in Q3 2018.
  • 65 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q4 2018.

Based on Brand Asset Management Group's 13F filing for Q4 2018, filed 24 Jan 2019.