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Community Financial Services Group’s Invesco Equal Weight 0-30 Year Treasury ETF GOVI Stock Holding History

Community Financial Services Group’s Portfolio GOVI Stock Details GOVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-2,250
Closed -$72K – 284
2015
Q2 		$72K Buy
+2,250
New +$73.2K 0.03% 107

Other funds holding GOVI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VV
Valentine Ventures Bend, Oregon $92.9M AUM 0.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Community Financial Services Group's GOVI Position: Q3 2015 in Review

Community Financial Services Group sold out of Invesco Equal Weight 0-30 Year Treasury ETF (GOVI) in Q3 2015, closing a stake of 2,250 shares — an estimated $72K sold.

Community Financial Services Group first reported a position in GOVI in Q2 2015 and held it in 1 quarter. The position peaked at $72K in Q2 2015. 26 funds tracked by Wall St. Rank hold GOVI as of Q3 2015.

  • Community Financial Services Group reported no remaining Invesco Equal Weight 0-30 Year Treasury ETF position as of Q3 2015 after selling out during the quarter.
  • Community Financial Services Group sold 2,250 Invesco Equal Weight 0-30 Year Treasury ETF shares in Q3 2015, an estimated $72K.
  • Community Financial Services Group first reported a position in Invesco Equal Weight 0-30 Year Treasury ETF in Q2 2015 and held it in 1 quarter.
  • Community Financial Services Group's Invesco Equal Weight 0-30 Year Treasury ETF position peaked at $72K in Q2 2015.
  • 26 funds tracked by Wall St. Rank held Invesco Equal Weight 0-30 Year Treasury ETF as of Q3 2015.

Based on Community Financial Services Group's 13F filing for Q3 2015, filed 26 Oct 2015.