OIA
SEA

OneDigital Investment Advisors’s Invesco Shipping ETF SEA Stock Holding History

OneDigital Investment Advisors’s Portfolio SEA Stock Details SEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-11,425
Closed -$116K – 663
2019
Q4 		$116K Buy
11,425
+400
+4% +$3.87K 0.01% 548
2019
Q3 		$97K Sell
11,025
-10,325
-48% -$90.8K 0.01% 515
2019
Q2 		$194K Buy
21,350
+10,675
+100% +$97.1K 0.02% 401
2019
Q1 		$94K Sell
10,675
-400
-4% -$3.55K 0.01% 382
2018
Q4 		$91K Buy
+11,075
New +$103K 0.02% 353
2018
Q3 		– Sell
-17,775
Closed -$181K – 1346
2018
Q2 		$181K Sell
17,775
-400
-2% -$4.37K 0.04% 233
2018
Q1 		$191K Buy
18,175
+500
+3% +$5.68K 0.04% 236
2017
Q4 		$205K Buy
17,675
+5,025
+40% +$58.3K 0.02% 229
2017
Q3 		$150K Buy
12,650
+5,850
+86% +$70.2K 0.06% 168
2017
Q2 		$80K Buy
+6,800
New +$80.2K 0.02% 367

OneDigital Investment Advisors's SEA Position: Q1 2020 in Review

OneDigital Investment Advisors sold out of Invesco Shipping ETF (SEA) in Q1 2020, closing a stake of 11,425 shares — an estimated $116K sold.

OneDigital Investment Advisors first reported a position in SEA in Q2 2017 and held it in 10 quarters. The position peaked at $205K in Q4 2017. 0 funds tracked by Wall St. Rank hold SEA as of Q1 2020.

  • OneDigital Investment Advisors reported no remaining Invesco Shipping ETF position as of Q1 2020 after selling out during the quarter.
  • OneDigital Investment Advisors sold 11,425 Invesco Shipping ETF shares in Q1 2020, an estimated $116K.
  • OneDigital Investment Advisors first reported a position in Invesco Shipping ETF in Q2 2017 and held it in 10 quarters.
  • OneDigital Investment Advisors's Invesco Shipping ETF position peaked at $205K in Q4 2017.
  • 0 funds tracked by Wall St. Rank held Invesco Shipping ETF as of Q1 2020.

Based on OneDigital Investment Advisors's 13F filing for Q1 2020, filed 14 May 2020.