BCI
DSUM

Brinker Capital Investments’s Invesco Chinese Yuan Dim Sum Bond ETF DSUM Stock Holding History

Brinker Capital Investments’s Portfolio DSUM Stock Details DSUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-600
Closed -$14K – 609
2017
Q4 		$14K Buy
+600
New +$14K ﹤0.01% 418

Other funds holding DSUM

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WI
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Royal Bank of Canada
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OWP
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
CCM
Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

Brinker Capital Investments's DSUM Position: Q1 2018 in Review

Brinker Capital Investments sold out of Invesco Chinese Yuan Dim Sum Bond ETF (DSUM) in Q1 2018, closing a stake of 600 shares — an estimated $14K sold.

Brinker Capital Investments first reported a position in DSUM in Q4 2017 and held it in 1 quarter. The position peaked at $14K in Q4 2017. 29 funds tracked by Wall St. Rank hold DSUM as of Q1 2018.

  • Brinker Capital Investments reported no remaining Invesco Chinese Yuan Dim Sum Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Brinker Capital Investments sold 600 Invesco Chinese Yuan Dim Sum Bond ETF shares in Q1 2018, an estimated $14K.
  • Brinker Capital Investments first reported a position in Invesco Chinese Yuan Dim Sum Bond ETF in Q4 2017 and held it in 1 quarter.
  • Brinker Capital Investments's Invesco Chinese Yuan Dim Sum Bond ETF position peaked at $14K in Q4 2017.
  • 29 funds tracked by Wall St. Rank held Invesco Chinese Yuan Dim Sum Bond ETF as of Q1 2018.

Based on Brinker Capital Investments's 13F filing for Q1 2018, filed 15 May 2018.