FMP
FDIQ

Financial Management Professionals’s Invesco Bloomberg Financial Data Providers ETF FDIQ Stock Holding History

Financial Management Professionals’s Portfolio FDIQ Stock Details FDIQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-78,819
Closed -$3.24M – 256
2015
Q4 		$3.24M Buy
78,819
+62,896
+395% +$2.69M 1.66% 17
2015
Q3 		$648K Buy
+15,923
New +$670K 0.44% 26

Other funds holding FDIQ

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Management Professionals's FDIQ Position: Q1 2016 in Review

Financial Management Professionals sold out of Invesco Bloomberg Financial Data Providers ETF (FDIQ) in Q1 2016, closing a stake of 78,819 shares — an estimated $3.24M sold.

Financial Management Professionals first reported a position in FDIQ in Q3 2015 and held it in 2 quarters. The position peaked at $3.24M in Q4 2015. 31 funds tracked by Wall St. Rank hold FDIQ as of Q1 2016.

  • Financial Management Professionals reported no remaining Invesco Bloomberg Financial Data Providers ETF position as of Q1 2016 after selling out during the quarter.
  • Financial Management Professionals sold 78,819 Invesco Bloomberg Financial Data Providers ETF shares in Q1 2016, an estimated $3.24M.
  • Financial Management Professionals first reported a position in Invesco Bloomberg Financial Data Providers ETF in Q3 2015 and held it in 2 quarters.
  • Financial Management Professionals's Invesco Bloomberg Financial Data Providers ETF position peaked at $3.24M in Q4 2015.
  • 31 funds tracked by Wall St. Rank held Invesco Bloomberg Financial Data Providers ETF as of Q1 2016.

Based on Financial Management Professionals's 13F filing for Q1 2016, filed 4 May 2016.