Kovitz Investment Group Partners
NFO

Kovitz Investment Group Partners’s Invesco Insider Sentiment ETF NFO Stock Holding History

Kovitz Investment Group Partners’s Portfolio NFO Stock Details NFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-15,365
Closed -$1.11M – 411
2019
Q4 		$1.11M Sell
15,365
-435
-3% -$30.8K 0.03% 254
2019
Q3 		$1.11M Sell
15,800
-1,525
-9% -$106K 0.04% 254
2019
Q2 		$1.2M Sell
17,325
-100
-0.6% -$6.68K 0.04% 250
2019
Q1 		$1.13M Buy
+17,425
New +$1.08M 0.04% 264

Kovitz Investment Group Partners's NFO Position: Q1 2020 in Review

Kovitz Investment Group Partners sold out of Invesco Insider Sentiment ETF (NFO) in Q1 2020, closing a stake of 15,365 shares — an estimated $1.11M sold.

Kovitz Investment Group Partners first reported a position in NFO in Q1 2019 and held it in 4 quarters. The position peaked at $1.2M in Q2 2019. 0 funds tracked by Wall St. Rank hold NFO as of Q1 2020.

  • Kovitz Investment Group Partners reported no remaining Invesco Insider Sentiment ETF position as of Q1 2020 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 15,365 Invesco Insider Sentiment ETF shares in Q1 2020, an estimated $1.11M.
  • Kovitz Investment Group Partners first reported a position in Invesco Insider Sentiment ETF in Q1 2019 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Invesco Insider Sentiment ETF position peaked at $1.2M in Q2 2019.
  • 0 funds tracked by Wall St. Rank held Invesco Insider Sentiment ETF as of Q1 2020.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2020, filed 15 May 2020.