CAL
SEA

Capital Advisors Ltd’s Invesco Shipping ETF SEA Stock Holding History

Capital Advisors Ltd’s Portfolio SEA Stock Details SEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-7,500
Closed -$77K – 508
2018
Q3 		$77K Hold
7,500
– – 0.02% 256
2018
Q2 		$76K Buy
+7,500
New +$81.9K 0.02% 201

Other funds holding SEA

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Capital Advisors Ltd's SEA Position: Q4 2018 in Review

Capital Advisors Ltd sold out of Invesco Shipping ETF (SEA) in Q4 2018, closing a stake of 7,500 shares — an estimated $77K sold.

Capital Advisors Ltd first reported a position in SEA in Q2 2018 and held it in 2 quarters. The position peaked at $77K in Q3 2018. 23 funds tracked by Wall St. Rank hold SEA as of Q4 2018.

  • Capital Advisors Ltd reported no remaining Invesco Shipping ETF position as of Q4 2018 after selling out during the quarter.
  • Capital Advisors Ltd sold 7,500 Invesco Shipping ETF shares in Q4 2018, an estimated $77K.
  • Capital Advisors Ltd first reported a position in Invesco Shipping ETF in Q2 2018 and held it in 2 quarters.
  • Capital Advisors Ltd's Invesco Shipping ETF position peaked at $77K in Q3 2018.
  • 23 funds tracked by Wall St. Rank held Invesco Shipping ETF as of Q4 2018.

Based on Capital Advisors Ltd's 13F filing for Q4 2018, filed 29 Jan 2019.