J.P. Turner & Co Capital Management’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

J.P. Turner & Co Capital Management’s Portfolio UPGD Stock Details UPGD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-5,757	Closed	-$212K	–	229
2015 Q2	$212K	Sell	5,757 -1,158	-17%	-$42.9K	0.16%	195
2015 Q1	$253K	Buy	6,915 +400	+6%	+$14.1K	0.23%	138
2014 Q4	$227K	Buy	+6,515	New	+$221K	0.22%	153

Other funds holding UPGD

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

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

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

J.P. Turner & Co Capital Management's UPGD Position: Q3 2015 in Review

J.P. Turner & Co Capital Management sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q3 2015, closing a stake of 5,757 shares — an estimated $212K sold.

J.P. Turner & Co Capital Management first reported a position in UPGD in Q4 2014 and held it in 3 quarters. The position peaked at $253K in Q1 2015. 30 funds tracked by Wall St. Rank hold UPGD as of Q3 2015.

J.P. Turner & Co Capital Management reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q3 2015 after selling out during the quarter.
J.P. Turner & Co Capital Management sold 5,757 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q3 2015, an estimated $212K.
J.P. Turner & Co Capital Management first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q4 2014 and held it in 3 quarters.
J.P. Turner & Co Capital Management's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $253K in Q1 2015.
30 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q3 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.