FBT
IFLN

Founders Bank & Trust’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Founders Bank & Trust’s Portfolio IFLN Stock Details IFLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-150
Closed -$3K – 358
2014
Q2 		$3K Hold
150
– – ﹤0.01% 333
2014
Q1 		$3K Hold
150
– – ﹤0.01% 335
2013
Q4 		$3K Hold
150
– – ﹤0.01% 364
2013
Q3 		$3K Hold
150
– – ﹤0.01% 327
2013
Q2 		$3K Buy
+150
New +$2.9K ﹤0.01% 317

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Founders Bank & Trust's IFLN Position: Q3 2014 in Review

Founders Bank & Trust sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q3 2014, closing a stake of 150 shares — an estimated $3K sold.

Founders Bank & Trust first reported a position in IFLN in Q2 2013 and held it in 5 quarters. The position peaked at $3K in Q2 2014. 80 funds tracked by Wall St. Rank hold IFLN as of Q3 2014.

  • Founders Bank & Trust reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q3 2014 after selling out during the quarter.
  • Founders Bank & Trust sold 150 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2014, an estimated $3K.
  • Founders Bank & Trust first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2013 and held it in 5 quarters.
  • Founders Bank & Trust's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $3K in Q2 2014.
  • 80 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2014.

Based on Founders Bank & Trust's 13F filing for Q3 2014, filed 4 Nov 2014.