CCS
IFLN

Crosspoint Capital Strategies’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Crosspoint Capital Strategies’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
2016
Q1 		– Sell
-932
Closed -$18K – 622
2015
Q4 		$18K Buy
+932
New +$16.7K ﹤0.01% 609
2015
Q1 		– Sell
-2,896
Closed -$54K – 682
2014
Q4 		$54K Buy
2,896
+578
+25% +$11K 0.02% 348
2014
Q3 		$44K Buy
2,318
+1,717
+286% +$33.2K 0.03% 236
2014
Q2 		$12K Buy
+601
New +$11.7K ﹤0.01% 381

Other funds holding IFLN

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return

Crosspoint Capital Strategies's IFLN Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q1 2016, closing a stake of 932 shares — an estimated $18K sold.

Crosspoint Capital Strategies first reported a position in IFLN in Q2 2014 and held it in 4 quarters. The position peaked at $54K in Q4 2014. 102 funds tracked by Wall St. Rank hold IFLN as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 932 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q1 2016, an estimated $18K.
  • Crosspoint Capital Strategies first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2014 and held it in 4 quarters.
  • Crosspoint Capital Strategies's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $54K in Q4 2014.
  • 102 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.