Invesco
DOL icon

Invesco’s WisdomTree True Developed International Fund DOL Stock Holding History

Invesco’s Portfolio DOL Stock Details DOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-100
Closed -$5K – 4334
2013
Q3 		$5K Buy
+100
New +$4.74K ﹤0.01% 4255

Other funds holding DOL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FBNAT
FirstMerit Bank N.A. Trustee Akron, Ohio $1.24B AUM 5.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco's DOL Position: Q4 2013 in Review

Invesco sold out of WisdomTree True Developed International Fund (DOL) in Q4 2013, closing a stake of 100 shares — an estimated $5K sold.

Invesco first reported a position in DOL in Q3 2013 and held it in 1 quarter. The position peaked at $5K in Q3 2013. 47 funds tracked by Wall St. Rank hold DOL as of Q4 2013.

  • Invesco reported no remaining WisdomTree True Developed International Fund position as of Q4 2013 after selling out during the quarter.
  • Invesco sold 100 WisdomTree True Developed International Fund shares in Q4 2013, an estimated $5K.
  • Invesco first reported a position in WisdomTree True Developed International Fund in Q3 2013 and held it in 1 quarter.
  • Invesco's WisdomTree True Developed International Fund position peaked at $5K in Q3 2013.
  • 47 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q4 2013.

Based on Invesco's 13F filing for Q4 2013, filed 13 Feb 2014.