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Contravisory Investment Management’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Contravisory Investment Management’s Portfolio PPA Stock Details PPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-14,014
Closed -$452K – 167
2014
Q2 		$452K Buy
14,014
+13,530
+2,795% +$438K 0.09% 48
2014
Q1 		$16K Buy
+484
New +$15.4K ﹤0.01% 115

Other funds holding PPA

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Contravisory Investment Management's PPA Position: Q3 2014 in Review

Contravisory Investment Management sold out of Invesco Aerospace & Defense ETF (PPA) in Q3 2014, closing a stake of 14,014 shares — an estimated $452K sold.

Contravisory Investment Management first reported a position in PPA in Q1 2014 and held it in 2 quarters. The position peaked at $452K in Q2 2014. 31 funds tracked by Wall St. Rank hold PPA as of Q3 2014.

  • Contravisory Investment Management reported no remaining Invesco Aerospace & Defense ETF position as of Q3 2014 after selling out during the quarter.
  • Contravisory Investment Management sold 14,014 Invesco Aerospace & Defense ETF shares in Q3 2014, an estimated $452K.
  • Contravisory Investment Management first reported a position in Invesco Aerospace & Defense ETF in Q1 2014 and held it in 2 quarters.
  • Contravisory Investment Management's Invesco Aerospace & Defense ETF position peaked at $452K in Q2 2014.
  • 31 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2014.

Based on Contravisory Investment Management's 13F filing for Q3 2014, filed 10 Oct 2014.