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Destination Wealth Management’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Destination Wealth Management’s Portfolio EELV Stock Details EELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-562
Closed -$14K – 601
2019
Q1 		$14K Buy
+562
New +$13.5K ﹤0.01% 420

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PI
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Destination Wealth Management's EELV Position: Q2 2019 in Review

Destination Wealth Management sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q2 2019, closing a stake of 562 shares — an estimated $14K sold.

Destination Wealth Management first reported a position in EELV in Q1 2019 and held it in 1 quarter. The position peaked at $14K in Q1 2019. 61 funds tracked by Wall St. Rank hold EELV as of Q2 2019.

  • Destination Wealth Management reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q2 2019 after selling out during the quarter.
  • Destination Wealth Management sold 562 Invesco S&P Emerging Markets Low Volatility ETF shares in Q2 2019, an estimated $14K.
  • Destination Wealth Management first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q1 2019 and held it in 1 quarter.
  • Destination Wealth Management's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $14K in Q1 2019.
  • 61 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.