Eudaimonia Partners’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Eudaimonia Partners’s Portfolio CSD Stock Details CSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-450	Closed	-$23K	–	685
2019 Q4	$23K	Buy	+450	New	+$21.6K	0.01%	643

Other funds holding CSD

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Eudaimonia Partners's CSD Position: Q1 2020 in Review

Eudaimonia Partners sold out of Invesco S&P Spin-Off ETF (CSD) in Q1 2020, closing a stake of 450 shares — an estimated $23K sold.

Eudaimonia Partners first reported a position in CSD in Q4 2019 and held it in 1 quarter. The position peaked at $23K in Q4 2019. 36 funds tracked by Wall St. Rank hold CSD as of Q1 2020.

Eudaimonia Partners reported no remaining Invesco S&P Spin-Off ETF position as of Q1 2020 after selling out during the quarter.
Eudaimonia Partners sold 450 Invesco S&P Spin-Off ETF shares in Q1 2020, an estimated $23K.
Eudaimonia Partners first reported a position in Invesco S&P Spin-Off ETF in Q4 2019 and held it in 1 quarter.
Eudaimonia Partners's Invesco S&P Spin-Off ETF position peaked at $23K in Q4 2019.
36 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q1 2020.

Based on Eudaimonia Partners's 13F filing for Q1 2020, filed 5 May 2020.