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Nadler Financial Group’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Nadler Financial Group’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
2013
Q3 		– Sell
-241,998
Closed -$6.93M – 84
2013
Q2 		$6.93M Buy
+241,998
New +$7.34M 4.88% 7

Other funds holding IDLV

CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Nadler Financial Group's IDLV Position: Q3 2013 in Review

Nadler Financial Group sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q3 2013, closing a stake of 241,998 shares — an estimated $6.93M sold.

Nadler Financial Group first reported a position in IDLV in Q2 2013 and held it in 1 quarter. The position peaked at $6.93M in Q2 2013. 23 funds tracked by Wall St. Rank hold IDLV as of Q3 2013.

  • Nadler Financial Group reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q3 2013 after selling out during the quarter.
  • Nadler Financial Group sold 241,998 Invesco S&P International Developed Low Volatility ETF shares in Q3 2013, an estimated $6.93M.
  • Nadler Financial Group first reported a position in Invesco S&P International Developed Low Volatility ETF in Q2 2013 and held it in 1 quarter.
  • Nadler Financial Group's Invesco S&P International Developed Low Volatility ETF position peaked at $6.93M in Q2 2013.
  • 23 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q3 2013.

Based on Nadler Financial Group's 13F filing for Q3 2013, filed 31 Oct 2013.