FIM
DSUM

Freedom Investment Management’s Invesco Chinese Yuan Dim Sum Bond ETF DSUM Stock Holding History

Freedom Investment Management’s Portfolio DSUM Stock Details DSUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-30,894
Closed -$720K – 1209
2017
Q3 		$720K Buy
+30,894
New +$715K 0.04% 458

Other funds holding DSUM

ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCM
Crabel Capital Management Los Angeles, California $10.8M AUM 3.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freedom Investment Management's DSUM Position: Q4 2017 in Review

Freedom Investment Management sold out of Invesco Chinese Yuan Dim Sum Bond ETF (DSUM) in Q4 2017, closing a stake of 30,894 shares — an estimated $720K sold.

Freedom Investment Management first reported a position in DSUM in Q3 2017 and held it in 1 quarter. The position peaked at $720K in Q3 2017. 21 funds tracked by Wall St. Rank hold DSUM as of Q4 2017.

  • Freedom Investment Management reported no remaining Invesco Chinese Yuan Dim Sum Bond ETF position as of Q4 2017 after selling out during the quarter.
  • Freedom Investment Management sold 30,894 Invesco Chinese Yuan Dim Sum Bond ETF shares in Q4 2017, an estimated $720K.
  • Freedom Investment Management first reported a position in Invesco Chinese Yuan Dim Sum Bond ETF in Q3 2017 and held it in 1 quarter.
  • Freedom Investment Management's Invesco Chinese Yuan Dim Sum Bond ETF position peaked at $720K in Q3 2017.
  • 21 funds tracked by Wall St. Rank held Invesco Chinese Yuan Dim Sum Bond ETF as of Q4 2017.

Based on Freedom Investment Management's 13F filing for Q4 2017, filed 25 Jan 2018.