FIG
NFO

FundX Investment Group’s Invesco Insider Sentiment ETF NFO Stock Holding History

FundX Investment Group’s Portfolio NFO Stock Details NFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-10,300
Closed -$483K – 28
2013
Q4 		$483K Buy
+10,300
New +$462K 0.21% 20

Other funds holding NFO

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FundX Investment Group's NFO Position: Q1 2014 in Review

FundX Investment Group sold out of Invesco Insider Sentiment ETF (NFO) in Q1 2014, closing a stake of 10,300 shares — an estimated $483K sold.

FundX Investment Group first reported a position in NFO in Q4 2013 and held it in 1 quarter. The position peaked at $483K in Q4 2013. 37 funds tracked by Wall St. Rank hold NFO as of Q1 2014.

  • FundX Investment Group reported no remaining Invesco Insider Sentiment ETF position as of Q1 2014 after selling out during the quarter.
  • FundX Investment Group sold 10,300 Invesco Insider Sentiment ETF shares in Q1 2014, an estimated $483K.
  • FundX Investment Group first reported a position in Invesco Insider Sentiment ETF in Q4 2013 and held it in 1 quarter.
  • FundX Investment Group's Invesco Insider Sentiment ETF position peaked at $483K in Q4 2013.
  • 37 funds tracked by Wall St. Rank held Invesco Insider Sentiment ETF as of Q1 2014.

Based on FundX Investment Group's 13F filing for Q1 2014, filed 28 Apr 2014.