CSIC
IFLN

Clifford Swan Investment Counsel’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Clifford Swan Investment Counsel’s Portfolio IFLN Stock Details IFLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-19,000
Closed -$362K – 255
2014
Q3 		$362K Hold
19,000
– – 0.02% 200
2014
Q2 		$372K Sell
19,000
-990
-5% -$19.3K 0.03% 202
2014
Q1 		$388K Buy
+19,990
New +$387K 0.03% 197

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clifford Swan Investment Counsel's IFLN Position: Q4 2014 in Review

Clifford Swan Investment Counsel sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2014, closing a stake of 19,000 shares — an estimated $362K sold.

Clifford Swan Investment Counsel first reported a position in IFLN in Q1 2014 and held it in 3 quarters. The position peaked at $388K in Q1 2014. 88 funds tracked by Wall St. Rank hold IFLN as of Q4 2014.

  • Clifford Swan Investment Counsel reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2014 after selling out during the quarter.
  • Clifford Swan Investment Counsel sold 19,000 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2014, an estimated $362K.
  • Clifford Swan Investment Counsel first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2014 and held it in 3 quarters.
  • Clifford Swan Investment Counsel's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $388K in Q1 2014.
  • 88 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2014.

Based on Clifford Swan Investment Counsel's 13F filing for Q4 2014, filed 12 Feb 2015.