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Emory University’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Emory University’s Portfolio SPHB Stock Details SPHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-100
Closed -$3K – 110
2013
Q4 		$3K Hold
100
– – ﹤0.01% 135
2013
Q3 		$3K Hold
100
– – ﹤0.01% 138
2013
Q2 		$2K Buy
+100
New +$2.45K ﹤0.01% 158

Other funds holding SPHB

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Emory University's SPHB Position: Q1 2014 in Review

Emory University sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q1 2014, closing a stake of 100 shares — an estimated $3K sold.

Emory University first reported a position in SPHB in Q2 2013 and held it in 3 quarters. The position peaked at $3K in Q4 2013. 36 funds tracked by Wall St. Rank hold SPHB as of Q1 2014.

  • Emory University reported no remaining Invesco S&P 500 High Beta ETF position as of Q1 2014 after selling out during the quarter.
  • Emory University sold 100 Invesco S&P 500 High Beta ETF shares in Q1 2014, an estimated $3K.
  • Emory University first reported a position in Invesco S&P 500 High Beta ETF in Q2 2013 and held it in 3 quarters.
  • Emory University's Invesco S&P 500 High Beta ETF position peaked at $3K in Q4 2013.
  • 36 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q1 2014.

Based on Emory University's 13F filing for Q1 2014, filed 13 May 2014.