IA
SEA

IFP Advisors’s Invesco Shipping ETF SEA Stock Holding History

IFP Advisors’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
-2,153
Closed -$26K – 4318
2017
Q3 		$26K Hold
2,153
– – ﹤0.01% 2439
2017
Q2 		$25K Hold
2,153
– – ﹤0.01% 2459
2017
Q1 		$26K Hold
2,153
– – ﹤0.01% 2345
2016
Q4 		$25K Hold
2,153
– – ﹤0.01% 2317
2016
Q3 		$25K Hold
2,153
– – ﹤0.01% 2283
2016
Q2 		$24K Buy
+2,153
New +$25.4K ﹤0.01% 2244
2016
Q1 		– Sell
-2,378
Closed -$30K – 3961
2015
Q4 		$30K Buy
+2,378
New +$34.9K ﹤0.01% 1935

Other funds holding SEA

ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
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

IFP Advisors's SEA Position: Q4 2017 in Review

IFP Advisors sold out of Invesco Shipping ETF (SEA) in Q4 2017, closing a stake of 2,153 shares — an estimated $26K sold.

IFP Advisors first reported a position in SEA in Q4 2015 and held it in 7 quarters. The position peaked at $30K in Q4 2015. 30 funds tracked by Wall St. Rank hold SEA as of Q4 2017.

  • IFP Advisors reported no remaining Invesco Shipping ETF position as of Q4 2017 after selling out during the quarter.
  • IFP Advisors sold 2,153 Invesco Shipping ETF shares in Q4 2017, an estimated $26K.
  • IFP Advisors first reported a position in Invesco Shipping ETF in Q4 2015 and held it in 7 quarters.
  • IFP Advisors's Invesco Shipping ETF position peaked at $30K in Q4 2015.
  • 30 funds tracked by Wall St. Rank held Invesco Shipping ETF as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.