EWM
SEA

Elite Wealth Management’s Invesco Shipping ETF SEA Stock Holding History

Elite Wealth Management’s Portfolio SEA Stock Details SEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-200
Closed -$4K – 553
2014
Q3 		$4K Hold
200
– – ﹤0.01% 409
2014
Q2 		$5K Buy
+200
New +$4.46K 0.01% 317

Other funds holding SEA

LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TWM
Torch Wealth Management Cincinnati, Ohio $181M AUM 29.44% 1-Year Est. Return
GC
Gruss & Co West Palm Beach, Florida $42.8M AUM 49.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Elite Wealth Management's SEA Position: Q4 2014 in Review

Elite Wealth Management sold out of Invesco Shipping ETF (SEA) in Q4 2014, closing a stake of 200 shares — an estimated $4K sold.

Elite Wealth Management first reported a position in SEA in Q2 2014 and held it in 2 quarters. The position peaked at $5K in Q2 2014. 24 funds tracked by Wall St. Rank hold SEA as of Q4 2014.

  • Elite Wealth Management reported no remaining Invesco Shipping ETF position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 200 Invesco Shipping ETF shares in Q4 2014, an estimated $4K.
  • Elite Wealth Management first reported a position in Invesco Shipping ETF in Q2 2014 and held it in 2 quarters.
  • Elite Wealth Management's Invesco Shipping ETF position peaked at $5K in Q2 2014.
  • 24 funds tracked by Wall St. Rank held Invesco Shipping ETF as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.