MUFG Americas’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

MUFG Americas’s Portfolio ERTH Stock Details ERTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-150	Closed	-$6K	–	891
2018 Q4	$6K	Sell	150 -500	-77%	-$19.6K	﹤0.01%	659
2018 Q3	$28K	Hold	650	–	–	﹤0.01%	588
2018 Q2	$27K	Hold	650	–	–	﹤0.01%	622
2018 Q1	$28K	Hold	650	–	–	﹤0.01%	602
2017 Q4	$27K	Hold	650	–	–	﹤0.01%	678
2017 Q3	$27K	Hold	650	–	–	﹤0.01%	667
2017 Q2	$25K	Hold	650	–	–	﹤0.01%	671
2017 Q1	$23K	Hold	650	–	–	﹤0.01%	686
2016 Q4	$21K	Hold	650	–	–	﹤0.01%	704
2016 Q3	$22K	Hold	650	–	–	﹤0.01%	703
2016 Q2	$19K	Hold	650	–	–	﹤0.01%	711
2016 Q1	$20K	Sell	650 -100	-13%	-$2.77K	﹤0.01%	711
2015 Q4	$22K	Hold	750	–	–	﹤0.01%	692
2015 Q3	$20K	Hold	750	–	–	﹤0.01%	731
2015 Q2	$23K	Hold	750	–	–	﹤0.01%	736
2015 Q1	$23K	Hold	750	–	–	﹤0.01%	787
2014 Q4	$22K	Hold	750	–	–	﹤0.01%	804
2014 Q3	$22K	Hold	750	–	–	﹤0.01%	805
2014 Q2	$25K	Buy	750 +150	+25%	+$4.84K	﹤0.01%	801
2014 Q1	$20K	Buy	+600	New	+$19.2K	﹤0.01%	820

Other funds holding ERTH

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MUFG Americas's ERTH Position: Q1 2019 in Review

MUFG Americas sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2019, closing a stake of 150 shares — an estimated $6K sold.

MUFG Americas first reported a position in ERTH in Q1 2014 and held it in 20 quarters. The position peaked at $28K in Q3 2018. 59 funds tracked by Wall St. Rank hold ERTH as of Q1 2019.

MUFG Americas reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2019 after selling out during the quarter.
MUFG Americas sold 150 Invesco MSCI Sustainable Future ETF shares in Q1 2019, an estimated $6K.
MUFG Americas first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2014 and held it in 20 quarters.
MUFG Americas's Invesco MSCI Sustainable Future ETF position peaked at $28K in Q3 2018.
59 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2019.

Based on MUFG Americas's 13F filing for Q1 2019, filed 13 May 2019.