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Dowling & Yahnke’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Dowling & Yahnke’s Portfolio CSD Stock Details CSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-530
Closed -$27K – 297
2019
Q4 		$27K Buy
+530
New +$25.5K ﹤0.01% 330

Other funds holding CSD

CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dowling & Yahnke's CSD Position: Q1 2020 in Review

Dowling & Yahnke sold out of Invesco S&P Spin-Off ETF (CSD) in Q1 2020, closing a stake of 530 shares — an estimated $27K sold.

Dowling & Yahnke first reported a position in CSD in Q4 2019 and held it in 1 quarter. The position peaked at $27K in Q4 2019. 36 funds tracked by Wall St. Rank hold CSD as of Q1 2020.

  • Dowling & Yahnke reported no remaining Invesco S&P Spin-Off ETF position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 530 Invesco S&P Spin-Off ETF shares in Q1 2020, an estimated $27K.
  • Dowling & Yahnke first reported a position in Invesco S&P Spin-Off ETF in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's Invesco S&P Spin-Off ETF position peaked at $27K in Q4 2019.
  • 36 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.