Kingfisher Capital
ERTH icon

Kingfisher Capital’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Kingfisher Capital’s Portfolio ERTH Stock Details ERTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-6,612
Closed -$216K – 147
2014
Q1 		$216K Sell
6,612
-83
-1% -$2.65K 0.11% 138
2013
Q4 		$213K Buy
+6,695
New +$201K 0.11% 128

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Everett Harris & Co
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1919 Investment Counsel
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UBS
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Franklin Resources
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US Bancorp
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Kingfisher Capital's ERTH Position: Q2 2014 in Review

Kingfisher Capital sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2014, closing a stake of 6,612 shares — an estimated $216K sold.

Kingfisher Capital first reported a position in ERTH in Q4 2013 and held it in 2 quarters. The position peaked at $216K in Q1 2014. 50 funds tracked by Wall St. Rank hold ERTH as of Q2 2014.

  • Kingfisher Capital reported no remaining Invesco MSCI Sustainable Future ETF position as of Q2 2014 after selling out during the quarter.
  • Kingfisher Capital sold 6,612 Invesco MSCI Sustainable Future ETF shares in Q2 2014, an estimated $216K.
  • Kingfisher Capital first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2013 and held it in 2 quarters.
  • Kingfisher Capital's Invesco MSCI Sustainable Future ETF position peaked at $216K in Q1 2014.
  • 50 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2014.

Based on Kingfisher Capital's 13F filing for Q2 2014, filed 7 Aug 2014.