New England Securities’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

New England Securities’s Portfolio PHDG Stock Details PHDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$18K	Buy	+655	New	+$19.1K	0.01%	922

Other funds holding PHDG

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return

BPB

Badgley, Phelps & Bell Seattle, Washington $2.69B AUM 41.96% 1-Year Est. Return

Palladiem Bryn Mawr, Pennsylvania $103M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CAN

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

New England Securities's PHDG Position: Q4 2014 in Review

New England Securities opened a new position in Invesco S&P 500 Downside Hedged ETF (PHDG) in Q4 2014: 655 shares worth $18K. The stake represents 0.01% of the portfolio and ranks #922 among its holdings.

48 funds tracked by Wall St. Rank hold PHDG as of Q4 2014.

New England Securities held 655 shares of Invesco S&P 500 Downside Hedged ETF worth $18K as of Q4 2014.
Invesco S&P 500 Downside Hedged ETF was a new New England Securities position in Q4 2014.
Invesco S&P 500 Downside Hedged ETF made up 0.01% of New England Securities's portfolio in Q4 2014, its #922 holding.
48 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.