OneDigital Investment Advisors’s Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share IHIT Stock Holding History

OneDigital Investment Advisors’s Portfolio IHIT Stock Details IHIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-32,606	Closed	-$340K	–	1215
2019 Q2	$340K	Buy	32,606 +24,919	+324%	+$257K	0.03%	320
2019 Q1	$79K	Buy	7,687 +39	+0.5%	+$397	0.01%	409
2018 Q4	$76K	Buy	+7,648	New	+$76.4K	0.01%	386

Other funds holding IHIT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $759M AUM 28.58% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return

OneDigital Investment Advisors's IHIT Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share (IHIT) in Q3 2019, closing a stake of 32,606 shares — an estimated $340K sold.

OneDigital Investment Advisors first reported a position in IHIT in Q4 2018 and held it in 3 quarters. The position peaked at $340K in Q2 2019. 29 funds tracked by Wall St. Rank hold IHIT as of Q3 2019.

OneDigital Investment Advisors reported no remaining Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 32,606 Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share shares in Q3 2019, an estimated $340K.
OneDigital Investment Advisors first reported a position in Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share in Q4 2018 and held it in 3 quarters.
OneDigital Investment Advisors's Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share position peaked at $340K in Q2 2019.
29 funds tracked by Wall St. Rank held Invesco High Income 2023 Target Term Fund Common Shares of Beneficial Interest, No par value per share as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.