DLHL
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Donald L. Hagan LLC’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Donald L. Hagan LLC’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
Q2 		– Sell
-2,402
Closed -$78K – 316
2016
Q1 		$78K Buy
+2,402
New +$72.5K 0.07% 114
2015
Q4 		– Sell
-2,309
Closed -$74K – 311
2015
Q3 		$74K Buy
+2,309
New +$80.6K 0.07% 111

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Donald L. Hagan LLC's UPGD Position: Q2 2016 in Review

Donald L. Hagan LLC sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q2 2016, closing a stake of 2,402 shares — an estimated $78K sold.

Donald L. Hagan LLC first reported a position in UPGD in Q3 2015 and held it in 2 quarters. The position peaked at $78K in Q1 2016. 27 funds tracked by Wall St. Rank hold UPGD as of Q2 2016.

  • Donald L. Hagan LLC reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q2 2016 after selling out during the quarter.
  • Donald L. Hagan LLC sold 2,402 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q2 2016, an estimated $78K.
  • Donald L. Hagan LLC first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q3 2015 and held it in 2 quarters.
  • Donald L. Hagan LLC's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $78K in Q1 2016.
  • 27 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2016.

Based on Donald L. Hagan LLC's 13F filing for Q2 2016, filed 21 Jul 2016.