Keel Point Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Keel Point Advisors’s Portfolio QQQ Stock Details QQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$226K	Buy	+2,187	New	+$221K	0.18%	61

Other funds holding QQQ

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EPCM

Eton Park Capital Management New York $2.28B AUM 33.59% 1-Year Est. Return

Keel Point Advisors's QQQ Position: Q4 2014 in Review

Keel Point Advisors opened a new position in Invesco QQQ Trust (QQQ) in Q4 2014: 2,187 shares worth $226K. The stake represents 0.18% of the portfolio and ranks #61 among its holdings.

663 funds tracked by Wall St. Rank hold QQQ as of Q4 2014.

Keel Point Advisors held 2,187 shares of Invesco QQQ Trust worth $226K as of Q4 2014.
Invesco QQQ Trust was a new Keel Point Advisors position in Q4 2014.
Invesco QQQ Trust made up 0.18% of Keel Point Advisors's portfolio in Q4 2014, its #61 holding.
663 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q4 2014.

Based on Keel Point Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.