Fusion Family Wealth’s Invesco China All-Cap ETF YAO Stock Holding History

Fusion Family Wealth’s Portfolio YAO Stock Details YAO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-293	Closed	-$10K	–	295
2017 Q4	$10K	Sell	293 -382	-57%	-$13.4K	﹤0.01%	211
2017 Q3	$23K	Hold	675	–	–	0.01%	128
2017 Q2	$20K	Buy	+675	New	+$19.2K	0.01%	175

Other funds holding YAO

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fusion Family Wealth's YAO Position: Q1 2018 in Review

Fusion Family Wealth sold out of Invesco China All-Cap ETF (YAO) in Q1 2018, closing a stake of 293 shares — an estimated $10K sold.

Fusion Family Wealth first reported a position in YAO in Q2 2017 and held it in 3 quarters. The position peaked at $23K in Q3 2017. 11 funds tracked by Wall St. Rank hold YAO as of Q1 2018.

Fusion Family Wealth reported no remaining Invesco China All-Cap ETF position as of Q1 2018 after selling out during the quarter.
Fusion Family Wealth sold 293 Invesco China All-Cap ETF shares in Q1 2018, an estimated $10K.
Fusion Family Wealth first reported a position in Invesco China All-Cap ETF in Q2 2017 and held it in 3 quarters.
Fusion Family Wealth's Invesco China All-Cap ETF position peaked at $23K in Q3 2017.
11 funds tracked by Wall St. Rank held Invesco China All-Cap ETF as of Q1 2018.

Based on Fusion Family Wealth's 13F filing for Q1 2018, filed 2 May 2018.