BCI
TAO

Brinker Capital Investments’s Invesco China Real Estate ETF TAO Stock Holding History

Brinker Capital Investments’s Portfolio TAO Stock Details TAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-370
Closed -$9K – 615
2017
Q2 		$9K Buy
+370
New +$9.05K ﹤0.01% 415

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SSWM
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FC
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LTFS
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Royal Bank of Canada
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AG
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Brinker Capital Investments's TAO Position: Q3 2017 in Review

Brinker Capital Investments sold out of Invesco China Real Estate ETF (TAO) in Q3 2017, closing a stake of 370 shares — an estimated $9K sold.

Brinker Capital Investments first reported a position in TAO in Q2 2017 and held it in 1 quarter. The position peaked at $9K in Q2 2017. 15 funds tracked by Wall St. Rank hold TAO as of Q3 2017.

  • Brinker Capital Investments reported no remaining Invesco China Real Estate ETF position as of Q3 2017 after selling out during the quarter.
  • Brinker Capital Investments sold 370 Invesco China Real Estate ETF shares in Q3 2017, an estimated $9K.
  • Brinker Capital Investments first reported a position in Invesco China Real Estate ETF in Q2 2017 and held it in 1 quarter.
  • Brinker Capital Investments's Invesco China Real Estate ETF position peaked at $9K in Q2 2017.
  • 15 funds tracked by Wall St. Rank held Invesco China Real Estate ETF as of Q3 2017.

Based on Brinker Capital Investments's 13F filing for Q3 2017, filed 14 Nov 2017.