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Capital Directions Investment Advisors’s Invesco Taxable Municipal Bond ETF BAB Stock Holding History

Capital Directions Investment Advisors’s Portfolio BAB Stock Details BAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,060
Closed -$31K – 69
2014
Q2 		$31K Buy
+1,060
New +$30.8K 0.01% 54

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Wells Fargo
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KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Capital Directions Investment Advisors's BAB Position: Q3 2014 in Review

Capital Directions Investment Advisors sold out of Invesco Taxable Municipal Bond ETF (BAB) in Q3 2014, closing a stake of 1,060 shares — an estimated $31K sold.

Capital Directions Investment Advisors first reported a position in BAB in Q2 2014 and held it in 1 quarter. The position peaked at $31K in Q2 2014. 82 funds tracked by Wall St. Rank hold BAB as of Q3 2014.

  • Capital Directions Investment Advisors reported no remaining Invesco Taxable Municipal Bond ETF position as of Q3 2014 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 1,060 Invesco Taxable Municipal Bond ETF shares in Q3 2014, an estimated $31K.
  • Capital Directions Investment Advisors first reported a position in Invesco Taxable Municipal Bond ETF in Q2 2014 and held it in 1 quarter.
  • Capital Directions Investment Advisors's Invesco Taxable Municipal Bond ETF position peaked at $31K in Q2 2014.
  • 82 funds tracked by Wall St. Rank held Invesco Taxable Municipal Bond ETF as of Q3 2014.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.