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Moneta Group Investment Advisors’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Moneta Group Investment Advisors’s Portfolio IDLV Stock Details IDLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,969
Closed -$56K – 267
2015
Q3 		$56K Buy
+1,969
New +$58.5K 0.02% 219

Other funds holding IDLV

CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Moneta Group Investment Advisors sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q4 2015, closing a stake of 1,969 shares — an estimated $56K sold.

Moneta Group Investment Advisors first reported a position in IDLV in Q3 2015 and held it in 1 quarter. The position peaked at $56K in Q3 2015. 53 funds tracked by Wall St. Rank hold IDLV as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,969 Invesco S&P International Developed Low Volatility ETF shares in Q4 2015, an estimated $56K.
  • Moneta Group Investment Advisors first reported a position in Invesco S&P International Developed Low Volatility ETF in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Invesco S&P International Developed Low Volatility ETF position peaked at $56K in Q3 2015.
  • 53 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q4 2015.

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