CEMP
BMVP icon

Compass Efficient Model Portfolios’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Compass Efficient Model Portfolios’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
2013
Q4 		$51K Hold
2,262
– – 1.92% 13
2013
Q3 		$46K Sell
2,262
-105
-4% -$2.08K 0.34% 22
2013
Q2 		$44K Buy
+2,367
New +$44.7K 0.03% 26

Other funds holding BMVP

CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Compass Efficient Model Portfolios's BMVP Position: Q4 2013 in Review

Compass Efficient Model Portfolios held its Invesco Bloomberg MVP Multi-factor ETF (BMVP) position steady in Q4 2013 at 2,262 shares worth $51K. The position accounts for 1.92% of the portfolio, ranked #13.

Compass Efficient Model Portfolios first reported a position in BMVP in Q2 2013 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold BMVP as of Q4 2013.

  • Compass Efficient Model Portfolios held 2,262 shares of Invesco Bloomberg MVP Multi-factor ETF worth $51K as of Q4 2013.
  • Compass Efficient Model Portfolios left its Invesco Bloomberg MVP Multi-factor ETF share count unchanged in Q4 2013.
  • Invesco Bloomberg MVP Multi-factor ETF made up 1.92% of Compass Efficient Model Portfolios's portfolio in Q4 2013, its #13 holding.
  • Compass Efficient Model Portfolios first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q2 2013 and has held it in 3 quarters since.
  • 33 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q4 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q4 2013, filed 20 Feb 2014.