HK
NFO

Horizon Kinetics’s Invesco Insider Sentiment ETF NFO Stock Holding History

Horizon Kinetics’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
2013
Q3 		– Sell
-5,067
Closed -$202K – 560
2013
Q2 		$202K Buy
+5,067
New +$202K ﹤0.01% 404

Other funds holding NFO

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Horizon Kinetics's NFO Position: Q3 2013 in Review

Horizon Kinetics sold out of Invesco Insider Sentiment ETF (NFO) in Q3 2013, closing a stake of 5,067 shares — an estimated $202K sold.

Horizon Kinetics first reported a position in NFO in Q2 2013 and held it in 1 quarter. The position peaked at $202K in Q2 2013. 27 funds tracked by Wall St. Rank hold NFO as of Q3 2013.

  • Horizon Kinetics reported no remaining Invesco Insider Sentiment ETF position as of Q3 2013 after selling out during the quarter.
  • Horizon Kinetics sold 5,067 Invesco Insider Sentiment ETF shares in Q3 2013, an estimated $202K.
  • Horizon Kinetics first reported a position in Invesco Insider Sentiment ETF in Q2 2013 and held it in 1 quarter.
  • Horizon Kinetics's Invesco Insider Sentiment ETF position peaked at $202K in Q2 2013.
  • 27 funds tracked by Wall St. Rank held Invesco Insider Sentiment ETF as of Q3 2013.

Based on Horizon Kinetics's 13F filing for Q3 2013, filed 14 Nov 2013.