LSAG
IMVP

Lake Street Advisors Group’s Invesco India ETF IMVP Stock Holding History

Lake Street Advisors Group’s Portfolio IMVP Stock Details IMVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-29,360
Closed -$775K – 344
2017
Q4 		$775K Buy
+29,360
New +$741K 0.09% 92

Other funds holding IMVP

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HIM
Hermes Investment Management London Uk, United Kingdom $7.52B AUM 20.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return

Lake Street Advisors Group's IMVP Position: Q1 2018 in Review

Lake Street Advisors Group sold out of Invesco India ETF (IMVP) in Q1 2018, closing a stake of 29,360 shares — an estimated $775K sold.

Lake Street Advisors Group first reported a position in IMVP in Q4 2017 and held it in 1 quarter. The position peaked at $775K in Q4 2017. 67 funds tracked by Wall St. Rank hold IMVP as of Q1 2018.

  • Lake Street Advisors Group reported no remaining Invesco India ETF position as of Q1 2018 after selling out during the quarter.
  • Lake Street Advisors Group sold 29,360 Invesco India ETF shares in Q1 2018, an estimated $775K.
  • Lake Street Advisors Group first reported a position in Invesco India ETF in Q4 2017 and held it in 1 quarter.
  • Lake Street Advisors Group's Invesco India ETF position peaked at $775K in Q4 2017.
  • 67 funds tracked by Wall St. Rank held Invesco India ETF as of Q1 2018.

Based on Lake Street Advisors Group's 13F filing for Q1 2018, filed 14 May 2018.