MassMutual Private Wealth & Trust’s Invesco Chinese Yuan Dim Sum Bond ETF DSUM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-130
Closed -$2.81K 1049
2018
Q4
$2.81K Sell
130
-130
-50% -$2.8K ﹤0.01% 769
2018
Q3
$5.64K Hold
260
﹤0.01% 699
2018
Q2
$5.94K Hold
260
﹤0.01% 693
2018
Q1
$6.33K Hold
260
﹤0.01% 665
2017
Q4
$6.01K Buy
+260
New +$6.05K ﹤0.01% 648

MassMutual Private Wealth & Trust's DSUM Position: Q1 2019 in Review

MassMutual Private Wealth & Trust sold out of Invesco Chinese Yuan Dim Sum Bond ETF (DSUM) in Q1 2019, closing a stake of 130 shares — an estimated $2.81K sold.

MassMutual Private Wealth & Trust first reported a position in DSUM in Q4 2017 and held it in 5 quarters. The position peaked at $6.33K in Q1 2018. 0 funds tracked by Wall St. Rank hold DSUM as of Q1 2019.

  • MassMutual Private Wealth & Trust reported no remaining Invesco Chinese Yuan Dim Sum Bond ETF position as of Q1 2019 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 130 Invesco Chinese Yuan Dim Sum Bond ETF shares in Q1 2019, an estimated $2.81K.
  • MassMutual Private Wealth & Trust first reported a position in Invesco Chinese Yuan Dim Sum Bond ETF in Q4 2017 and held it in 5 quarters.
  • MassMutual Private Wealth & Trust's Invesco Chinese Yuan Dim Sum Bond ETF position peaked at $6.33K in Q1 2018.
  • 0 funds tracked by Wall St. Rank held Invesco Chinese Yuan Dim Sum Bond ETF as of Q1 2019.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2019, filed 15 May 2019.