ECM
GSY icon

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

Evergreen Capital Management’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
2020
Q4 		– Sell
-11,000
Closed -$556K – 458
2020
Q3 		$556K Buy
+11,000
New +$556K 0.04% 249

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
BCMO
Buckingham Capital Management (Ohio) Dayton, Ohio $872M AUM 18.49% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return

Evergreen Capital Management's GSY Position: Q4 2020 in Review

Evergreen Capital Management sold out of Invesco Ultra Short Duration ETF (GSY) in Q4 2020, closing a stake of 11,000 shares — an estimated $556K sold.

Evergreen Capital Management first reported a position in GSY in Q3 2020 and held it in 1 quarter. The position peaked at $556K in Q3 2020. 230 funds tracked by Wall St. Rank hold GSY as of Q4 2020.

  • Evergreen Capital Management reported no remaining Invesco Ultra Short Duration ETF position as of Q4 2020 after selling out during the quarter.
  • Evergreen Capital Management sold 11,000 Invesco Ultra Short Duration ETF shares in Q4 2020, an estimated $556K.
  • Evergreen Capital Management first reported a position in Invesco Ultra Short Duration ETF in Q3 2020 and held it in 1 quarter.
  • Evergreen Capital Management's Invesco Ultra Short Duration ETF position peaked at $556K in Q3 2020.
  • 230 funds tracked by Wall St. Rank held Invesco Ultra Short Duration ETF as of Q4 2020.

Based on Evergreen Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.