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Marcuard Family Office’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Marcuard Family Office’s Portfolio PHDG Stock Details PHDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-20,000
Closed -$537K – 30
2013
Q3 		$537K Buy
+20,000
New +$547K 1.02% 27

Other funds holding PHDG

U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.81B AUM 19.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Marcuard Family Office's PHDG Position: Q4 2013 in Review

Marcuard Family Office sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q4 2013, closing a stake of 20,000 shares — an estimated $537K sold.

Marcuard Family Office first reported a position in PHDG in Q3 2013 and held it in 1 quarter. The position peaked at $537K in Q3 2013. 17 funds tracked by Wall St. Rank hold PHDG as of Q4 2013.

  • Marcuard Family Office reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q4 2013 after selling out during the quarter.
  • Marcuard Family Office sold 20,000 Invesco S&P 500 Downside Hedged ETF shares in Q4 2013, an estimated $537K.
  • Marcuard Family Office first reported a position in Invesco S&P 500 Downside Hedged ETF in Q3 2013 and held it in 1 quarter.
  • Marcuard Family Office's Invesco S&P 500 Downside Hedged ETF position peaked at $537K in Q3 2013.
  • 17 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q4 2013.

Based on Marcuard Family Office's 13F filing for Q4 2013, filed 31 Jan 2014.