FHC
TAO

First Heartland Consultants’s Invesco China Real Estate ETF TAO Stock Holding History

First Heartland Consultants’s Portfolio TAO Stock Details TAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-13,226
Closed -$327K – 308
2019
Q3 		$327K Sell
13,226
-1,955
-13% -$51K 0.07% 219
2019
Q2 		$434K Buy
+15,181
New +$434K 0.1% 171

Other funds holding TAO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Heartland Consultants's TAO Position: Q4 2019 in Review

First Heartland Consultants sold out of Invesco China Real Estate ETF (TAO) in Q4 2019, closing a stake of 13,226 shares — an estimated $327K sold.

First Heartland Consultants first reported a position in TAO in Q2 2019 and held it in 2 quarters. The position peaked at $434K in Q2 2019. 20 funds tracked by Wall St. Rank hold TAO as of Q4 2019.

  • First Heartland Consultants reported no remaining Invesco China Real Estate ETF position as of Q4 2019 after selling out during the quarter.
  • First Heartland Consultants sold 13,226 Invesco China Real Estate ETF shares in Q4 2019, an estimated $327K.
  • First Heartland Consultants first reported a position in Invesco China Real Estate ETF in Q2 2019 and held it in 2 quarters.
  • First Heartland Consultants's Invesco China Real Estate ETF position peaked at $434K in Q2 2019.
  • 20 funds tracked by Wall St. Rank held Invesco China Real Estate ETF as of Q4 2019.

Based on First Heartland Consultants's 13F filing for Q4 2019, filed 13 Feb 2020.