CS
UPGD icon

Credit Suisse’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Credit Suisse’s Portfolio UPGD Stock Details UPGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-106,404
Closed -$3.59M – 4770
2014
Q3 		$3.59M Buy
+106,404
New +$3.69M ﹤0.01% 2017

Other funds holding UPGD

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
DFIM
Detwiler Fenton Investment Management Boston, Massachusetts $19.3M AUM
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Credit Suisse's UPGD Position: Q4 2014 in Review

Credit Suisse sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q4 2014, closing a stake of 106,404 shares — an estimated $3.59M sold.

Credit Suisse first reported a position in UPGD in Q3 2014 and held it in 1 quarter. The position peaked at $3.59M in Q3 2014. 32 funds tracked by Wall St. Rank hold UPGD as of Q4 2014.

  • Credit Suisse reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q4 2014 after selling out during the quarter.
  • Credit Suisse sold 106,404 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q4 2014, an estimated $3.59M.
  • Credit Suisse first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q3 2014 and held it in 1 quarter.
  • Credit Suisse's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $3.59M in Q3 2014.
  • 32 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q4 2014.

Based on Credit Suisse's 13F filing for Q4 2014, filed 13 Feb 2015.