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Evergreen Advisors’s Invesco Ultra Short Duration ETF GSY Stock Holding History

Evergreen Advisors’s Portfolio GSY Stock Details GSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-14,959
Closed -$752K – 17
2019
Q1 		$752K Sell
14,959
-958
-6% -$48.1K 0.63% 8
2018
Q4 		$797K Buy
+15,917
New +$799K 0.79% 8

Other funds holding GSY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
BCMO
Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Evergreen Advisors's GSY Position: Q2 2019 in Review

Evergreen Advisors sold out of Invesco Ultra Short Duration ETF (GSY) in Q2 2019, closing a stake of 14,959 shares — an estimated $752K sold.

Evergreen Advisors first reported a position in GSY in Q4 2018 and held it in 2 quarters. The position peaked at $797K in Q4 2018. 159 funds tracked by Wall St. Rank hold GSY as of Q2 2019.

  • Evergreen Advisors reported no remaining Invesco Ultra Short Duration ETF position as of Q2 2019 after selling out during the quarter.
  • Evergreen Advisors sold 14,959 Invesco Ultra Short Duration ETF shares in Q2 2019, an estimated $752K.
  • Evergreen Advisors first reported a position in Invesco Ultra Short Duration ETF in Q4 2018 and held it in 2 quarters.
  • Evergreen Advisors's Invesco Ultra Short Duration ETF position peaked at $797K in Q4 2018.
  • 159 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q2 2019.

Based on Evergreen Advisors's 13F filing for Q2 2019, filed 17 Jul 2019.