Clear Perspective Advisors’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Clear Perspective Advisors’s Portfolio BMVP Stock Details BMVP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-390	Closed	-$12K	–	465
2017 Q3	$12K	Hold	390	–	–	0.01%	324
2017 Q2	$11K	Hold	390	–	–	0.01%	329
2017 Q1	$11K	Hold	390	–	–	0.01%	310
2016 Q4	$10K	Buy	+390	New	+$10.1K	0.01%	313

Other funds holding BMVP

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clear Perspective Advisors's BMVP Position: Q4 2017 in Review

Clear Perspective Advisors sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q4 2017, closing a stake of 390 shares — an estimated $12K sold.

Clear Perspective Advisors first reported a position in BMVP in Q4 2016 and held it in 4 quarters. The position peaked at $12K in Q3 2017. 34 funds tracked by Wall St. Rank hold BMVP as of Q4 2017.

Clear Perspective Advisors reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q4 2017 after selling out during the quarter.
Clear Perspective Advisors sold 390 Invesco Bloomberg MVP Multi-factor ETF shares in Q4 2017, an estimated $12K.
Clear Perspective Advisors first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2016 and held it in 4 quarters.
Clear Perspective Advisors's Invesco Bloomberg MVP Multi-factor ETF position peaked at $12K in Q3 2017.
34 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q4 2017.

Based on Clear Perspective Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.