Envestnet Asset Management
HAO

Envestnet Asset Management’s Invesco China Small Cap ETF HAO Stock Holding History

Envestnet Asset Management’s Portfolio HAO Stock Details HAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-430
Closed -$13K – 3125
2018
Q2 		$13K Buy
+430
New +$13.5K ﹤0.01% 2499

Other funds holding HAO

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SCM
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Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SA
Sicart Associates New York $389M AUM 42.46% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

Envestnet Asset Management's HAO Position: Q3 2018 in Review

Envestnet Asset Management sold out of Invesco China Small Cap ETF (HAO) in Q3 2018, closing a stake of 430 shares — an estimated $13K sold.

Envestnet Asset Management first reported a position in HAO in Q2 2018 and held it in 1 quarter. The position peaked at $13K in Q2 2018. 23 funds tracked by Wall St. Rank hold HAO as of Q3 2018.

  • Envestnet Asset Management reported no remaining Invesco China Small Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Envestnet Asset Management sold 430 Invesco China Small Cap ETF shares in Q3 2018, an estimated $13K.
  • Envestnet Asset Management first reported a position in Invesco China Small Cap ETF in Q2 2018 and held it in 1 quarter.
  • Envestnet Asset Management's Invesco China Small Cap ETF position peaked at $13K in Q2 2018.
  • 23 funds tracked by Wall St. Rank held Invesco China Small Cap ETF as of Q3 2018.

Based on Envestnet Asset Management's 13F filing for Q3 2018, filed 14 Nov 2018.