CWP
ADRE

CFM Wealth Partners’s Invesco BLDRS Emerging Markets 50 ADR Index Fund ADRE Stock Holding History

CFM Wealth Partners’s Portfolio ADRE Stock Details ADRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,332
Closed -$52K – 513
2020
Q2 		$52K Hold
1,332
– – 0.02% 279
2020
Q1 		$45K Hold
1,332
– – 0.02% 280
2019
Q4 		$60K Buy
+1,332
New +$55K 0.02% 265

Other funds holding ADRE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

CFM Wealth Partners's ADRE Position: Q3 2020 in Review

CFM Wealth Partners sold out of Invesco BLDRS Emerging Markets 50 ADR Index Fund (ADRE) in Q3 2020, closing a stake of 1,332 shares — an estimated $52K sold.

CFM Wealth Partners first reported a position in ADRE in Q4 2019 and held it in 3 quarters. The position peaked at $60K in Q4 2019. 40 funds tracked by Wall St. Rank hold ADRE as of Q3 2020.

  • CFM Wealth Partners reported no remaining Invesco BLDRS Emerging Markets 50 ADR Index Fund position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 1,332 Invesco BLDRS Emerging Markets 50 ADR Index Fund shares in Q3 2020, an estimated $52K.
  • CFM Wealth Partners first reported a position in Invesco BLDRS Emerging Markets 50 ADR Index Fund in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Invesco BLDRS Emerging Markets 50 ADR Index Fund position peaked at $60K in Q4 2019.
  • 40 funds tracked by Wall St. Rank held Invesco BLDRS Emerging Markets 50 ADR Index Fund as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.