Envestnet Asset Management
IDHB

Envestnet Asset Management’s POWERSHARES S&P INTL DEVELOPED HIGH BETA IDHB Stock Holding History

Envestnet Asset Management’s Portfolio IDHB Stock Details IDHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-49,289
Closed -$1.43M – 3133
2015
Q2 		$1.43M Buy
49,289
+8,988
+22% +$279K 0.01% 1235
2015
Q1 		$1.17M Buy
+40,301
New +$1.13M 0.01% 1223

Other funds holding IDHB

OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UFA
US Financial Advisors Braintree, Massachusetts $338M AUM 4.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management's IDHB Position: Q3 2015 in Review

Envestnet Asset Management sold out of POWERSHARES S&P INTL DEVELOPED HIGH BETA (IDHB) in Q3 2015, closing a stake of 49,289 shares — an estimated $1.43M sold.

Envestnet Asset Management first reported a position in IDHB in Q1 2015 and held it in 2 quarters. The position peaked at $1.43M in Q2 2015. 6 funds tracked by Wall St. Rank hold IDHB as of Q3 2015.

  • Envestnet Asset Management reported no remaining POWERSHARES S&P INTL DEVELOPED HIGH BETA position as of Q3 2015 after selling out during the quarter.
  • Envestnet Asset Management sold 49,289 POWERSHARES S&P INTL DEVELOPED HIGH BETA shares in Q3 2015, an estimated $1.43M.
  • Envestnet Asset Management first reported a position in POWERSHARES S&P INTL DEVELOPED HIGH BETA in Q1 2015 and held it in 2 quarters.
  • Envestnet Asset Management's POWERSHARES S&P INTL DEVELOPED HIGH BETA position peaked at $1.43M in Q2 2015.
  • 6 funds tracked by Wall St. Rank held POWERSHARES S&P INTL DEVELOPED HIGH BETA as of Q3 2015.

Based on Envestnet Asset Management's 13F filing for Q3 2015, filed 13 Nov 2015.