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Capital Directions Investment Advisors’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Capital Directions Investment Advisors’s Portfolio IDLV Stock Details IDLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-500
Closed -$16K – 107
2017
Q2 		$16K Buy
+500
New +$15.9K 0.01% 79

Other funds holding IDLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Directions Investment Advisors's IDLV Position: Q3 2017 in Review

Capital Directions Investment Advisors sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q3 2017, closing a stake of 500 shares — an estimated $16K sold.

Capital Directions Investment Advisors first reported a position in IDLV in Q2 2017 and held it in 1 quarter. The position peaked at $16K in Q2 2017. 68 funds tracked by Wall St. Rank hold IDLV as of Q3 2017.

  • Capital Directions Investment Advisors reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q3 2017 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 500 Invesco S&P International Developed Low Volatility ETF shares in Q3 2017, an estimated $16K.
  • Capital Directions Investment Advisors first reported a position in Invesco S&P International Developed Low Volatility ETF in Q2 2017 and held it in 1 quarter.
  • Capital Directions Investment Advisors's Invesco S&P International Developed Low Volatility ETF position peaked at $16K in Q2 2017.
  • 68 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q3 2017.

Based on Capital Directions Investment Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.