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Moneta Group Investment Advisors’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Moneta Group Investment Advisors’s Portfolio EELV Stock Details EELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-638
Closed -$13K – 218
2015
Q3 		$13K Buy
+638
New +$14.5K ﹤0.01% 378

Other funds holding EELV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Moneta Group Investment Advisors's EELV Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q4 2015, closing a stake of 638 shares — an estimated $13K sold.

Moneta Group Investment Advisors first reported a position in EELV in Q3 2015 and held it in 1 quarter. The position peaked at $13K in Q3 2015. 39 funds tracked by Wall St. Rank hold EELV as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 638 Invesco S&P Emerging Markets Low Volatility ETF shares in Q4 2015, an estimated $13K.
  • Moneta Group Investment Advisors first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $13K in Q3 2015.
  • 39 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.