CIA
USEQ

Choate Investment Advisors’s Invesco Russell 1000 Enhanced Equal Weight ETF USEQ Stock Holding History

Choate Investment Advisors’s Portfolio USEQ Stock Details USEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-15,350
Closed -$324K – 248
2020
Q1 		$324K Sell
15,350
-353,861
-96% -$9.71M 0.03% 189
2019
Q4 		$11.2M Sell
369,211
-111,728
-23% -$3.27M 0.68% 21
2019
Q3 		$13.7M Sell
480,939
-212,115
-31% -$5.98M 0.85% 18
2019
Q2 		$19.6M Sell
693,054
-979,348
-59% -$27.2M 1.17% 16
2019
Q1 		$45.9M Sell
1,672,402
-65,322
-4% -$1.73M 2.71% 7
2018
Q4 		$41.7M Buy
+1,737,724
New +$45.9M 2.68% 8
2018
Q3 		– Sell
-4,560,418
Closed -$126M – 234
2018
Q2 		$126M Buy
4,560,418
+532,858
+13% +$14.6M 7.3% 3
2018
Q1 		$109M Buy
4,027,560
+789,249
+24% +$21.9M 5.83% 3
2017
Q4 		$89.4M Buy
3,238,311
+1,104,698
+52% +$29.6M 4.58% 5
2017
Q3 		$55.2M Buy
+2,133,613
New +$54M 2.98% 9

Other funds holding USEQ

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Choate Investment Advisors's USEQ Position: Q2 2020 in Review

Choate Investment Advisors sold out of Invesco Russell 1000 Enhanced Equal Weight ETF (USEQ) in Q2 2020, closing a stake of 15,350 shares — an estimated $324K sold.

Choate Investment Advisors first reported a position in USEQ in Q3 2017 and held it in 10 quarters. The position peaked at $126M in Q2 2018. 3 funds tracked by Wall St. Rank hold USEQ as of Q2 2020.

  • Choate Investment Advisors reported no remaining Invesco Russell 1000 Enhanced Equal Weight ETF position as of Q2 2020 after selling out during the quarter.
  • Choate Investment Advisors sold 15,350 Invesco Russell 1000 Enhanced Equal Weight ETF shares in Q2 2020, an estimated $324K.
  • Choate Investment Advisors first reported a position in Invesco Russell 1000 Enhanced Equal Weight ETF in Q3 2017 and held it in 10 quarters.
  • Choate Investment Advisors's Invesco Russell 1000 Enhanced Equal Weight ETF position peaked at $126M in Q2 2018.
  • 3 funds tracked by Wall St. Rank held Invesco Russell 1000 Enhanced Equal Weight ETF as of Q2 2020.

Based on Choate Investment Advisors's 13F filing for Q2 2020, filed 23 Jul 2020.