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Niemann Capital Management’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Niemann Capital Management’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
2014
Q2 		– Sell
-214,068
Closed -$9.71M – 23
2014
Q1 		$9.71M Buy
214,068
+672
+0.3% +$30.1K 6.61% 7
2013
Q4 		$9.6M Sell
213,396
-8,735
-4% -$382K 6.62% 8
2013
Q3 		$9.13M Sell
222,131
-11,673
-5% -$458K 6.57% 8
2013
Q2 		$8.63M Buy
+233,804
New +$8.47M 7.11% 9

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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Niemann Capital Management's CSD Position: Q2 2014 in Review

Niemann Capital Management sold out of Invesco S&P Spin-Off ETF (CSD) in Q2 2014, closing a stake of 214,068 shares — an estimated $9.71M sold.

Niemann Capital Management first reported a position in CSD in Q2 2013 and held it in 4 quarters. The position peaked at $9.71M in Q1 2014. 78 funds tracked by Wall St. Rank hold CSD as of Q2 2014.

  • Niemann Capital Management reported no remaining Invesco S&P Spin-Off ETF position as of Q2 2014 after selling out during the quarter.
  • Niemann Capital Management sold 214,068 Invesco S&P Spin-Off ETF shares in Q2 2014, an estimated $9.71M.
  • Niemann Capital Management first reported a position in Invesco S&P Spin-Off ETF in Q2 2013 and held it in 4 quarters.
  • Niemann Capital Management's Invesco S&P Spin-Off ETF position peaked at $9.71M in Q1 2014.
  • 78 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q2 2014.

Based on Niemann Capital Management's 13F filing for Q2 2014, filed 4 Aug 2014.