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Opes Advisors’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Opes Advisors’s Portfolio EELV Stock Details EELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-144,465
Closed -$3.02M – 57
2016
Q4 		$3.02M Buy
+144,465
New +$3.11M 3.1% 12

Other funds holding EELV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Opes Advisors's EELV Position: Q1 2017 in Review

Opes Advisors sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q1 2017, closing a stake of 144,465 shares — an estimated $3.02M sold.

Opes Advisors first reported a position in EELV in Q4 2016 and held it in 1 quarter. The position peaked at $3.02M in Q4 2016. 42 funds tracked by Wall St. Rank hold EELV as of Q1 2017.

  • Opes Advisors reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q1 2017 after selling out during the quarter.
  • Opes Advisors sold 144,465 Invesco S&P Emerging Markets Low Volatility ETF shares in Q1 2017, an estimated $3.02M.
  • Opes Advisors first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q4 2016 and held it in 1 quarter.
  • Opes Advisors's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $3.02M in Q4 2016.
  • 42 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2017.

Based on Opes Advisors's 13F filing for Q1 2017, filed 15 May 2017.