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Crosspoint Capital Strategies’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Crosspoint Capital Strategies’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
2016
Q1 		– Sell
-425
Closed -$15K – 851
2015
Q4 		$15K Buy
+425
New +$14.3K ﹤0.01% 649

Other funds holding UPGD

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BO
Bank OZK Little Rock, Arkansas $283M AUM 24.45% 1-Year Est. Return

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

Crosspoint Capital Strategies sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q1 2016, closing a stake of 425 shares — an estimated $15K sold.

Crosspoint Capital Strategies first reported a position in UPGD in Q4 2015 and held it in 1 quarter. The position peaked at $15K in Q4 2015. 26 funds tracked by Wall St. Rank hold UPGD as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 425 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q1 2016, an estimated $15K.
  • Crosspoint Capital Strategies first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $15K in Q4 2015.
  • 26 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q1 2016.

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