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Flagship Harbor Advisors’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Flagship Harbor Advisors’s Portfolio ERTH Stock Details ERTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,200
Closed -$70K – 880
2020
Q3 		$70K Buy
+1,200
New +$66.6K 0.01% 754

Other funds holding ERTH

EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CT
Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Flagship Harbor Advisors's ERTH Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q4 2020, closing a stake of 1,200 shares — an estimated $70K sold.

Flagship Harbor Advisors first reported a position in ERTH in Q3 2020 and held it in 1 quarter. The position peaked at $70K in Q3 2020. 108 funds tracked by Wall St. Rank hold ERTH as of Q4 2020.

  • Flagship Harbor Advisors reported no remaining Invesco MSCI Sustainable Future ETF position as of Q4 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 1,200 Invesco MSCI Sustainable Future ETF shares in Q4 2020, an estimated $70K.
  • Flagship Harbor Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q3 2020 and held it in 1 quarter.
  • Flagship Harbor Advisors's Invesco MSCI Sustainable Future ETF position peaked at $70K in Q3 2020.
  • 108 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.