CFA
IVAN

Capstone Financial Advisors’s IVANHOE ENERGY INC COM SHS (CDA) IVAN Stock Holding History

Capstone Financial Advisors’s Portfolio IVAN Stock Details IVAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-7,143
Closed -$31K – 79
2013
Q4 		$31K Buy
+7,143
New +$30.9K 0.02% 68

Other funds holding IVAN

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $203M AUM 34.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Capstone Financial Advisors's IVAN Position: Q1 2014 in Review

Capstone Financial Advisors sold out of IVANHOE ENERGY INC COM SHS (CDA) (IVAN) in Q1 2014, closing a stake of 7,143 shares — an estimated $31K sold.

Capstone Financial Advisors first reported a position in IVAN in Q4 2013 and held it in 1 quarter. The position peaked at $31K in Q4 2013. 25 funds tracked by Wall St. Rank hold IVAN as of Q1 2014.

  • Capstone Financial Advisors reported no remaining IVANHOE ENERGY INC COM SHS (CDA) position as of Q1 2014 after selling out during the quarter.
  • Capstone Financial Advisors sold 7,143 IVANHOE ENERGY INC COM SHS (CDA) shares in Q1 2014, an estimated $31K.
  • Capstone Financial Advisors first reported a position in IVANHOE ENERGY INC COM SHS (CDA) in Q4 2013 and held it in 1 quarter.
  • Capstone Financial Advisors's IVANHOE ENERGY INC COM SHS (CDA) position peaked at $31K in Q4 2013.
  • 25 funds tracked by Wall St. Rank held IVANHOE ENERGY INC COM SHS (CDA) as of Q1 2014.

Based on Capstone Financial Advisors's 13F filing for Q1 2014, filed 8 May 2014.