Cambridge Trust’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Cambridge Trust’s Portfolio EELV Stock Details EELV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-8,608	Closed	-$227K	–	244
2018 Q1	$227K	Hold	8,608	–	–	0.01%	230
2017 Q4	$218K	Buy	+8,608	New	+$212K	0.01%	245

Other funds holding EELV

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Trust's EELV Position: Q2 2018 in Review

Cambridge Trust sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q2 2018, closing a stake of 8,608 shares — an estimated $227K sold.

Cambridge Trust first reported a position in EELV in Q4 2017 and held it in 2 quarters. The position peaked at $227K in Q1 2018. 60 funds tracked by Wall St. Rank hold EELV as of Q2 2018.

Cambridge Trust reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q2 2018 after selling out during the quarter.
Cambridge Trust sold 8,608 Invesco S&P Emerging Markets Low Volatility ETF shares in Q2 2018, an estimated $227K.
Cambridge Trust first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q4 2017 and held it in 2 quarters.
Cambridge Trust's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $227K in Q1 2018.
60 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q2 2018.

Based on Cambridge Trust's 13F filing for Q2 2018, filed 6 Aug 2018.