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D. Scott Neal’s Invesco Ultra Short Duration ETF GSY Stock Holding History

D. Scott Neal’s Portfolio GSY Stock Details GSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,300
Closed -$166K – 46
2018
Q2 		$166K Buy
+3,300
New +$166K 0.09% 40

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCMO
Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return
FAG
Financial Advisory Group Houston, Texas $567M AUM 19.38% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCM
CWH Capital Management Spokane, Washington $238M AUM 14.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

D. Scott Neal's GSY Position: Q3 2018 in Review

D. Scott Neal sold out of Invesco Ultra Short Duration ETF (GSY) in Q3 2018, closing a stake of 3,300 shares — an estimated $166K sold.

D. Scott Neal first reported a position in GSY in Q2 2018 and held it in 1 quarter. The position peaked at $166K in Q2 2018. 118 funds tracked by Wall St. Rank hold GSY as of Q3 2018.

  • D. Scott Neal reported no remaining Invesco Ultra Short Duration ETF position as of Q3 2018 after selling out during the quarter.
  • D. Scott Neal sold 3,300 Invesco Ultra Short Duration ETF shares in Q3 2018, an estimated $166K.
  • D. Scott Neal first reported a position in Invesco Ultra Short Duration ETF in Q2 2018 and held it in 1 quarter.
  • D. Scott Neal's Invesco Ultra Short Duration ETF position peaked at $166K in Q2 2018.
  • 118 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q3 2018.

Based on D. Scott Neal's 13F filing for Q3 2018, filed 13 Nov 2018.