GWM
IMVP

Greenwich Wealth Management’s Invesco India ETF IMVP Stock Holding History

Greenwich Wealth Management’s Portfolio IMVP Stock Details IMVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-17,200
Closed -$435K – 198
2019
Q2 		$435K Sell
17,200
-395
-2% -$9.96K 0.07% 130
2019
Q1 		$446K Sell
17,595
-3,448
-16% -$83K 0.08% 122
2018
Q4 		$509K Buy
21,043
+2,006
+11% +$46.2K 0.1% 112
2018
Q3 		$456K Buy
19,037
+660
+4% +$16.9K 0.08% 125
2018
Q2 		$452K Buy
18,377
+952
+5% +$23.8K 0.08% 119
2018
Q1 		$438K Buy
17,425
+764
+5% +$20K 0.07% 121
2017
Q4 		$440K Buy
16,661
+70
+0.4% +$1.77K 0.07% 125
2017
Q3 		$393K Buy
16,591
+639
+4% +$15.6K 0.07% 126
2017
Q2 		$364K Buy
15,952
+1,036
+7% +$23.9K 0.06% 128
2017
Q1 		$340K Buy
14,916
+1,993
+15% +$42.3K 0.05% 130
2016
Q4 		$249K Sell
12,923
-120
-0.9% -$2.39K 0.03% 170
2016
Q3 		$270K Sell
13,043
-1,030
-7% -$21.2K 0.05% 163
2016
Q2 		$275K Sell
14,073
-534
-4% -$10.5K 0.07% 158
2016
Q1 		$281K Buy
14,607
+1,040
+8% +$18.9K 0.07% 152
2015
Q4 		$265K Buy
+13,567
New +$266K 0.06% 128
2015
Q2 		– Sell
-9,228
Closed -$208K – 177
2015
Q1 		$208K Buy
+9,228
New +$208K 0.02% 162
2014
Q4 		– Sell
-9,778
Closed -$212K – 174
2014
Q3 		$212K Hold
9,778
– – 0.01% 163
2014
Q2 		$211K Sell
9,778
-320
-3% -$6.45K 0.01% 155
2014
Q1 		$189K Sell
10,098
-4,920
-33% -$85.1K 0.01% 153
2013
Q4 		$265K Buy
15,018
+305
+2% +$5.19K 0.03% 150
2013
Q3 		$235K Buy
+14,713
New +$237K 0.02% 144

Other funds holding IMVP

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

Greenwich Wealth Management's IMVP Position: Q3 2019 in Review

Greenwich Wealth Management sold out of Invesco India ETF (IMVP) in Q3 2019, closing a stake of 17,200 shares — an estimated $435K sold.

Greenwich Wealth Management first reported a position in IMVP in Q3 2013 and held it in 21 quarters. The position peaked at $509K in Q4 2018. 47 funds tracked by Wall St. Rank hold IMVP as of Q3 2019.

  • Greenwich Wealth Management reported no remaining Invesco India ETF position as of Q3 2019 after selling out during the quarter.
  • Greenwich Wealth Management sold 17,200 Invesco India ETF shares in Q3 2019, an estimated $435K.
  • Greenwich Wealth Management first reported a position in Invesco India ETF in Q3 2013 and held it in 21 quarters.
  • Greenwich Wealth Management's Invesco India ETF position peaked at $509K in Q4 2018.
  • 47 funds tracked by Wall St. Rank held Invesco India ETF as of Q3 2019.

Based on Greenwich Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.