Caldwell & Orkin’s Invesco India ETF IMVP Stock Holding History

Caldwell & Orkin’s Portfolio IMVP Stock Details IMVP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-100,700	Closed	-$2.3M	–	82
2017 Q1	$2.3M	Buy	+100,700	New	+$2.14M	1.28%	36

Other funds holding IMVP

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Caldwell & Orkin's IMVP Position: Q2 2017 in Review

Caldwell & Orkin sold out of Invesco India ETF (IMVP) in Q2 2017, closing a stake of 100,700 shares — an estimated $2.3M sold.

Caldwell & Orkin first reported a position in IMVP in Q1 2017 and held it in 1 quarter. The position peaked at $2.3M in Q1 2017. 53 funds tracked by Wall St. Rank hold IMVP as of Q2 2017.

Caldwell & Orkin reported no remaining Invesco India ETF position as of Q2 2017 after selling out during the quarter.
Caldwell & Orkin sold 100,700 Invesco India ETF shares in Q2 2017, an estimated $2.3M.
Caldwell & Orkin first reported a position in Invesco India ETF in Q1 2017 and held it in 1 quarter.
Caldwell & Orkin's Invesco India ETF position peaked at $2.3M in Q1 2017.
53 funds tracked by Wall St. Rank held Invesco India ETF as of Q2 2017.

Based on Caldwell & Orkin's 13F filing for Q2 2017, filed 10 Aug 2017.