Clear Perspective Advisors’s Invesco India ETF IMVP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-3,025	Closed	-$76K	–	182
2019 Q2	$76K	Buy	+3,025	New	+$76.3K	0.05%	154
2019 Q1	–	Sell	-9,613	Closed	-$232K	–	145
2018 Q4	$232K	Buy	9,613 +137	+1%	+$3.15K	0.19%	122
2018 Q3	$227K	Hold	9,476	–	–	0.17%	134
2018 Q2	$233K	Buy	+9,476	New	+$237K	0.16%	130
2018 Q1	–	Sell	-9,542	Closed	-$250K	–	121
2017 Q4	$252K	Buy	9,542 +3,242	+51%	+$81.9K	0.19%	122
2017 Q3	$149K	Buy	6,300 +1,950	+45%	+$47.5K	0.12%	152
2017 Q2	$99K	Hold	4,350	–	–	0.08%	168
2017 Q1	$99K	Hold	4,350	–	–	0.07%	162
2016 Q4	$84K	Buy	+4,350	New	+$86.7K	0.06%	169

Other funds holding IMVP

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Clear Perspective Advisors's IMVP Position: Q3 2019 in Review

Clear Perspective Advisors sold out of Invesco India ETF (IMVP) in Q3 2019, closing a stake of 3,025 shares — an estimated $76K sold.

Clear Perspective Advisors first reported a position in IMVP in Q4 2016 and held it in 9 quarters. The position peaked at $252K in Q4 2017. 47 funds tracked by Wall St. Rank hold IMVP as of Q3 2019.

Clear Perspective Advisors reported no remaining Invesco India ETF position as of Q3 2019 after selling out during the quarter.
Clear Perspective Advisors sold 3,025 Invesco India ETF shares in Q3 2019, an estimated $76K.
Clear Perspective Advisors first reported a position in Invesco India ETF in Q4 2016 and held it in 9 quarters.
Clear Perspective Advisors's Invesco India ETF position peaked at $252K in Q4 2017.
47 funds tracked by Wall St. Rank held Invesco India ETF as of Q3 2019.

Based on Clear Perspective Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.