IA
IPW

IFP Advisors’s SPDR S&P International Energy Sector IPW Stock Holding History

IFP Advisors’s Portfolio IPW Stock Details IPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-43
Closed -$1K – 4437
2017
Q1 		$1K Buy
+43
New +$790 ﹤0.01% 3961

Other funds holding IPW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
SAA
Southeast Asset Advisors Thomasville, Georgia $913M AUM 25.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

IFP Advisors's IPW Position: Q2 2017 in Review

IFP Advisors sold out of SPDR S&P International Energy Sector (IPW) in Q2 2017, closing a stake of 43 shares — an estimated $1K sold.

IFP Advisors first reported a position in IPW in Q1 2017 and held it in 1 quarter. The position peaked at $1K in Q1 2017. 16 funds tracked by Wall St. Rank hold IPW as of Q2 2017.

  • IFP Advisors reported no remaining SPDR S&P International Energy Sector position as of Q2 2017 after selling out during the quarter.
  • IFP Advisors sold 43 SPDR S&P International Energy Sector shares in Q2 2017, an estimated $1K.
  • IFP Advisors first reported a position in SPDR S&P International Energy Sector in Q1 2017 and held it in 1 quarter.
  • IFP Advisors's SPDR S&P International Energy Sector position peaked at $1K in Q1 2017.
  • 16 funds tracked by Wall St. Rank held SPDR S&P International Energy Sector as of Q2 2017.

Based on IFP Advisors's 13F filing for Q2 2017, filed 31 Jul 2017.