CEMP
IFLN

Compass Efficient Model Portfolios’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Compass Efficient Model Portfolios’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
2013
Q4 		$3K Buy
147
+22
+18% +$421 0.11% 113
2013
Q3 		$2K Buy
+125
New +$2.36K 0.01% 96

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 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 5.31% 1-Year Est. Return

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

Compass Efficient Model Portfolios increased its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) stake by 18% in Q4 2013, buying an estimated $421 and bringing the position to 147 shares worth $3K. The position accounts for 0.11% of the portfolio, ranked #113.

Compass Efficient Model Portfolios first reported a position in IFLN in Q3 2013 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold IFLN as of Q4 2013.

  • Compass Efficient Model Portfolios held 147 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $3K as of Q4 2013.
  • Compass Efficient Model Portfolios bought 22 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2013, an estimated $421.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up 0.11% of Compass Efficient Model Portfolios's portfolio in Q4 2013, its #113 holding.
  • Compass Efficient Model Portfolios first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q3 2013 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2013.

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