OIA
FRN

OneDigital Investment Advisors’s Invesco Frontier Markets ETF FRN Stock Holding History

OneDigital Investment Advisors’s Portfolio FRN Stock Details FRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,855
Closed -$27K – 1294
2017
Q3 		$27K Buy
+1,855
New +$26.6K 0.01% 547

Other funds holding FRN

CWM
Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return

OneDigital Investment Advisors's FRN Position: Q4 2017 in Review

OneDigital Investment Advisors sold out of Invesco Frontier Markets ETF (FRN) in Q4 2017, closing a stake of 1,855 shares — an estimated $27K sold.

OneDigital Investment Advisors first reported a position in FRN in Q3 2017 and held it in 1 quarter. The position peaked at $27K in Q3 2017. 32 funds tracked by Wall St. Rank hold FRN as of Q4 2017.

  • OneDigital Investment Advisors reported no remaining Invesco Frontier Markets ETF position as of Q4 2017 after selling out during the quarter.
  • OneDigital Investment Advisors sold 1,855 Invesco Frontier Markets ETF shares in Q4 2017, an estimated $27K.
  • OneDigital Investment Advisors first reported a position in Invesco Frontier Markets ETF in Q3 2017 and held it in 1 quarter.
  • OneDigital Investment Advisors's Invesco Frontier Markets ETF position peaked at $27K in Q3 2017.
  • 32 funds tracked by Wall St. Rank held Invesco Frontier Markets ETF as of Q4 2017.

Based on OneDigital Investment Advisors's 13F filing for Q4 2017, filed 31 Jan 2018.