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MYCIO Wealth Partners’s Invesco S&P Spin-Off ETF CSD Stock Holding History

MYCIO Wealth Partners’s Portfolio CSD Stock Details CSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-115
Closed -$5K – 665
2014
Q4 		$5K Buy
+115
New +$5.17K ﹤0.01% 518
2014
Q2 		– Sell
-300
Closed -$14K – 635
2014
Q1 		$14K Buy
+300
New +$13.4K ﹤0.01% 429

Other funds holding CSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
SGAM
Steinberg Global Asset Management Boca Raton, Florida $639M AUM 11.04% 1-Year Est. Return
CCMH
Cornerstone Capital Management Holdings New York $14.3B AUM 33.3% 1-Year Est. Return

MYCIO Wealth Partners's CSD Position: Q1 2015 in Review

MYCIO Wealth Partners sold out of Invesco S&P Spin-Off ETF (CSD) in Q1 2015, closing a stake of 115 shares — an estimated $5K sold.

MYCIO Wealth Partners first reported a position in CSD in Q1 2014 and held it in 2 quarters. The position peaked at $14K in Q1 2014. 84 funds tracked by Wall St. Rank hold CSD as of Q1 2015.

  • MYCIO Wealth Partners reported no remaining Invesco S&P Spin-Off ETF position as of Q1 2015 after selling out during the quarter.
  • MYCIO Wealth Partners sold 115 Invesco S&P Spin-Off ETF shares in Q1 2015, an estimated $5K.
  • MYCIO Wealth Partners first reported a position in Invesco S&P Spin-Off ETF in Q1 2014 and held it in 2 quarters.
  • MYCIO Wealth Partners's Invesco S&P Spin-Off ETF position peaked at $14K in Q1 2014.
  • 84 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q1 2015.

Based on MYCIO Wealth Partners's 13F filing for Q1 2015, filed 12 May 2015.