MFS
IFLN

McNamara Financial Services’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

McNamara Financial Services’s Portfolio IFLN Stock Details IFLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-12,500
Closed -$223K – 70
2015
Q3 		$223K Hold
12,500
– – 0.23% 56
2015
Q2 		$233K Hold
12,500
– – 0.22% 59
2015
Q1 		$237K Hold
12,500
– – 0.22% 63
2014
Q4 		$235K Buy
+12,500
New +$237K 0.21% 65

Other funds holding IFLN

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

McNamara Financial Services's IFLN Position: Q4 2015 in Review

McNamara Financial Services sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2015, closing a stake of 12,500 shares — an estimated $223K sold.

McNamara Financial Services first reported a position in IFLN in Q4 2014 and held it in 4 quarters. The position peaked at $237K in Q1 2015. 110 funds tracked by Wall St. Rank hold IFLN as of Q4 2015.

  • McNamara Financial Services reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2015 after selling out during the quarter.
  • McNamara Financial Services sold 12,500 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2015, an estimated $223K.
  • McNamara Financial Services first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2014 and held it in 4 quarters.
  • McNamara Financial Services's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $237K in Q1 2015.
  • 110 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2015.

Based on McNamara Financial Services's 13F filing for Q4 2015, filed 27 Jan 2016.