KA
IFLN

Klingman & Associates’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Klingman & Associates’s Portfolio IFLN Stock Details IFLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,840
Closed -$54K – 255
2016
Q3 		$54K Hold
2,840
– – 0.02% 181
2016
Q2 		$52K Hold
2,840
– – 0.02% 186
2016
Q1 		$51K Buy
+2,840
New +$49.1K 0.02% 188

Other funds holding IFLN

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

Klingman & Associates's IFLN Position: Q4 2016 in Review

Klingman & Associates sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2016, closing a stake of 2,840 shares — an estimated $54K sold.

Klingman & Associates first reported a position in IFLN in Q1 2016 and held it in 3 quarters. The position peaked at $54K in Q3 2016. 129 funds tracked by Wall St. Rank hold IFLN as of Q4 2016.

  • Klingman & Associates reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 2,840 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2016, an estimated $54K.
  • Klingman & Associates first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2016 and held it in 3 quarters.
  • Klingman & Associates's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $54K in Q3 2016.
  • 129 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.