GRP
SEA

Global Retirement Partners’s Invesco Shipping ETF SEA Stock Holding History

Global Retirement Partners’s Portfolio SEA Stock Details SEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-942
Closed -$11K – 1483
2017
Q3 		$11K Buy
+942
New +$11.3K ﹤0.01% 820

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S
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BCM
Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Retirement Partners's SEA Position: Q4 2017 in Review

Global Retirement Partners sold out of Invesco Shipping ETF (SEA) in Q4 2017, closing a stake of 942 shares — an estimated $11K sold.

Global Retirement Partners first reported a position in SEA in Q3 2017 and held it in 1 quarter. The position peaked at $11K in Q3 2017. 30 funds tracked by Wall St. Rank hold SEA as of Q4 2017.

  • Global Retirement Partners reported no remaining Invesco Shipping ETF position as of Q4 2017 after selling out during the quarter.
  • Global Retirement Partners sold 942 Invesco Shipping ETF shares in Q4 2017, an estimated $11K.
  • Global Retirement Partners first reported a position in Invesco Shipping ETF in Q3 2017 and held it in 1 quarter.
  • Global Retirement Partners's Invesco Shipping ETF position peaked at $11K in Q3 2017.
  • 30 funds tracked by Wall St. Rank held Invesco Shipping ETF as of Q4 2017.

Based on Global Retirement Partners's 13F filing for Q4 2017, filed 13 Aug 2018.