MWPCG
TAO

Measured Wealth Private Client Group’s Invesco China Real Estate ETF TAO Stock Holding History

Measured Wealth Private Client Group’s Portfolio TAO Stock Details TAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-12
Closed – – 842
2018
Q3 		$0 Buy
+12
New +$329 ﹤0.01% 863

Other funds holding TAO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FC
FCA Corp Houston, Texas $354M AUM 17.74% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Measured Wealth Private Client Group's TAO Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Invesco China Real Estate ETF (TAO) in Q4 2018, closing a stake of 12 shares.

Measured Wealth Private Client Group first reported a position in TAO in Q3 2018 and held it in 1 quarter. The position peaked at $0 in Q3 2018. 19 funds tracked by Wall St. Rank hold TAO as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Invesco China Real Estate ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 12 Invesco China Real Estate ETF shares in Q4 2018.
  • Measured Wealth Private Client Group first reported a position in Invesco China Real Estate ETF in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Invesco China Real Estate ETF position peaked at $0 in Q3 2018.
  • 19 funds tracked by Wall St. Rank held Invesco China Real Estate ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.