Detwiler Fenton Investment Management’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Detwiler Fenton Investment Management’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
2015 Q2	–	Sell	-18,040	Closed	-$659K	–	89
2015 Q1	$659K	Sell	18,040 -1,401	-7%	-$49.3K	0.69%	28
2014 Q4	$680K	Buy	19,441 +2,514	+15%	+$85.3K	0.77%	27
2014 Q3	$572K	Buy	16,927 +181	+1%	+$6.27K	0.55%	34
2014 Q2	$592K	Buy	16,746 +1,374	+9%	+$46.4K	0.48%	44
2014 Q1	$529K	Buy	15,372 +5,099	+50%	+$172K	0.46%	46
2013 Q4	$344K	Buy	+10,273	New	+$327K	0.31%	75

Other funds holding UPGD

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Detwiler Fenton Investment Management's UPGD Position: Q2 2015 in Review

Detwiler Fenton Investment Management sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q2 2015, closing a stake of 18,040 shares — an estimated $659K sold.

Detwiler Fenton Investment Management first reported a position in UPGD in Q4 2013 and held it in 6 quarters. The position peaked at $680K in Q4 2014. 26 funds tracked by Wall St. Rank hold UPGD as of Q2 2015.

Detwiler Fenton Investment Management reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q2 2015 after selling out during the quarter.
Detwiler Fenton Investment Management sold 18,040 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q2 2015, an estimated $659K.
Detwiler Fenton Investment Management first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2013 and held it in 6 quarters.
Detwiler Fenton Investment Management's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $680K in Q4 2014.
26 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2015.

Based on Detwiler Fenton Investment Management's 13F filing for Q2 2015, filed 29 Jul 2015.