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Freedom Investment Management’s ALPS Equal Sector Weight ETF EQL Stock Holding History

Freedom Investment Management’s Portfolio EQL Stock Details EQL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-527,952
Closed -$8.98M – 445
2013
Q4 		$8.98M Buy
+527,952
New +$8.67M 2.23% 6
2013
Q3 		– Sell
-438,108
Closed -$6.57M – 385
2013
Q2 		$6.57M Buy
+438,108
New +$6.59M 2.23% 7

Other funds holding EQL

U
UBS Zurich, Switzerland $136B AUM 16.36% 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
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Freedom Investment Management's EQL Position: Q1 2014 in Review

Freedom Investment Management sold out of ALPS Equal Sector Weight ETF (EQL) in Q1 2014, closing a stake of 527,952 shares — an estimated $8.98M sold.

Freedom Investment Management first reported a position in EQL in Q2 2013 and held it in 2 quarters. The position peaked at $8.98M in Q4 2013. 18 funds tracked by Wall St. Rank hold EQL as of Q1 2014.

  • Freedom Investment Management reported no remaining ALPS Equal Sector Weight ETF position as of Q1 2014 after selling out during the quarter.
  • Freedom Investment Management sold 527,952 ALPS Equal Sector Weight ETF shares in Q1 2014, an estimated $8.98M.
  • Freedom Investment Management first reported a position in ALPS Equal Sector Weight ETF in Q2 2013 and held it in 2 quarters.
  • Freedom Investment Management's ALPS Equal Sector Weight ETF position peaked at $8.98M in Q4 2013.
  • 18 funds tracked by Wall St. Rank held ALPS Equal Sector Weight ETF as of Q1 2014.

Based on Freedom Investment Management's 13F filing for Q1 2014, filed 14 May 2014.