IFP Advisors’s Invesco Chinese Yuan Dim Sum Bond ETF DSUM Stock Holding History

IFP Advisors’s Portfolio DSUM Stock Details DSUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-500	Closed	-$11.4K	–	4157
2016 Q2	$11K	Buy	+500	New	+$11.6K	﹤0.01%	2715
2016 Q1	–	Sell	-500	Closed	-$11K	–	3962
2015 Q4	$11K	Buy	+500	New	+$11.7K	﹤0.01%	2560

Other funds holding DSUM

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

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

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

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

IFP Advisors's DSUM Position: Q3 2016 in Review

IFP Advisors sold out of Invesco Chinese Yuan Dim Sum Bond ETF (DSUM) in Q3 2016, closing a stake of 500 shares — an estimated $11.4K sold.

IFP Advisors first reported a position in DSUM in Q4 2015 and held it in 2 quarters. The position peaked at $11K in Q2 2016. 16 funds tracked by Wall St. Rank hold DSUM as of Q3 2016.

IFP Advisors reported no remaining Invesco Chinese Yuan Dim Sum Bond ETF position as of Q3 2016 after selling out during the quarter.
IFP Advisors sold 500 Invesco Chinese Yuan Dim Sum Bond ETF shares in Q3 2016, an estimated $11.4K.
IFP Advisors first reported a position in Invesco Chinese Yuan Dim Sum Bond ETF in Q4 2015 and held it in 2 quarters.
IFP Advisors's Invesco Chinese Yuan Dim Sum Bond ETF position peaked at $11K in Q2 2016.
16 funds tracked by Wall St. Rank held Invesco Chinese Yuan Dim Sum Bond ETF as of Q3 2016.

Based on IFP Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.