Mariner
IMVP

Mariner’s Invesco India ETF IMVP Stock Holding History

Mariner’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
Q2 		– Sell
-7,941
Closed -$200K – 817
2018
Q1 		$200K Sell
7,941
-3,393
-30% -$89K 0.01% 601
2017
Q4 		$299K Sell
11,334
-62,430
-85% -$1.58M 0.01% 465
2017
Q3 		$1.75M Sell
73,764
-82,508
-53% -$2.01M 0.08% 188
2017
Q2 		$3.56M Buy
156,272
+6,996
+5% +$161K 0.17% 107
2017
Q1 		$3.41M Sell
149,276
-4,733
-3% -$101K 0.15% 126
2016
Q4 		$2.97M Sell
154,009
-21,799
-12% -$434K 0.14% 132
2016
Q3 		$3.65M Sell
175,808
-1,727
-1% -$35.5K 0.18% 109
2016
Q2 		$3.47M Sell
177,535
-74,509
-30% -$1.46M 0.19% 119
2016
Q1 		$4.84M Buy
252,044
+300
+0.1% +$5.46K 0.29% 69
2015
Q4 		$4.91M Buy
251,744
+13,544
+6% +$265K 0.32% 66
2015
Q3 		$4.72M Buy
238,200
+51,011
+27% +$1.05M 0.21% 108
2015
Q2 		$4.05M Buy
187,189
+69,296
+59% +$1.51M 0.19% 117
2015
Q1 		$2.66M Buy
117,893
+15,787
+15% +$356K 0.23% 81
2014
Q4 		$2.14M Buy
102,106
+59,552
+140% +$1.3M 0.19% 96
2014
Q3 		$922K Buy
+42,554
New +$932K 0.1% 161

Other funds holding IMVP

Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return