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Kavar Capital Partners Group’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Kavar Capital Partners Group’s Portfolio CSD Stock Details CSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-648
Closed -$29K – 190
2014
Q1 		$29K Sell
648
-162
-20% -$7.26K 0.02% 232
2013
Q4 		$36K Buy
+810
New +$35.4K 0.03% 210

Other funds holding CSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return

Kavar Capital Partners Group's CSD Position: Q2 2014 in Review

Kavar Capital Partners Group sold out of Invesco S&P Spin-Off ETF (CSD) in Q2 2014, closing a stake of 648 shares — an estimated $29K sold.

Kavar Capital Partners Group first reported a position in CSD in Q4 2013 and held it in 2 quarters. The position peaked at $36K in Q4 2013. 78 funds tracked by Wall St. Rank hold CSD as of Q2 2014.

  • Kavar Capital Partners Group reported no remaining Invesco S&P Spin-Off ETF position as of Q2 2014 after selling out during the quarter.
  • Kavar Capital Partners Group sold 648 Invesco S&P Spin-Off ETF shares in Q2 2014, an estimated $29K.
  • Kavar Capital Partners Group first reported a position in Invesco S&P Spin-Off ETF in Q4 2013 and held it in 2 quarters.
  • Kavar Capital Partners Group's Invesco S&P Spin-Off ETF position peaked at $36K in Q4 2013.
  • 78 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q2 2014.

Based on Kavar Capital Partners Group's 13F filing for Q2 2014, filed 25 Jan 2019.