ESB
IFLN

Essex Savings Bank’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Essex Savings Bank’s Portfolio IFLN Stock Details IFLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,495
Closed -$28K – 482
2019
Q2 		$28K Buy
1,495
+695
+87% +$13K 0.01% 530
2019
Q1 		$15K Hold
800
– – 0.01% 462
2018
Q4 		$14K Buy
+800
New +$14.5K 0.01% 477

Other funds holding IFLN

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Essex Savings Bank's IFLN Position: Q3 2019 in Review

Essex Savings Bank sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q3 2019, closing a stake of 1,495 shares — an estimated $28K sold.

Essex Savings Bank first reported a position in IFLN in Q4 2018 and held it in 3 quarters. The position peaked at $28K in Q2 2019. 146 funds tracked by Wall St. Rank hold IFLN as of Q3 2019.

  • Essex Savings Bank reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 1,495 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2019, an estimated $28K.
  • Essex Savings Bank first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $28K in Q2 2019.
  • 146 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.