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Opes Advisors’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Opes Advisors’s Portfolio IDLV Stock Details IDLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-224,527
Closed -$6.39M – 59
2016
Q4 		$6.39M Buy
+224,527
New +$6.51M 6.57% 5

Other funds holding IDLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
SBL
Sargent Bickham Lagudis Boulder, Colorado $1.22B AUM 14.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Opes Advisors's IDLV Position: Q1 2017 in Review

Opes Advisors sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q1 2017, closing a stake of 224,527 shares — an estimated $6.39M sold.

Opes Advisors first reported a position in IDLV in Q4 2016 and held it in 1 quarter. The position peaked at $6.39M in Q4 2016. 57 funds tracked by Wall St. Rank hold IDLV as of Q1 2017.

  • Opes Advisors reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q1 2017 after selling out during the quarter.
  • Opes Advisors sold 224,527 Invesco S&P International Developed Low Volatility ETF shares in Q1 2017, an estimated $6.39M.
  • Opes Advisors first reported a position in Invesco S&P International Developed Low Volatility ETF in Q4 2016 and held it in 1 quarter.
  • Opes Advisors's Invesco S&P International Developed Low Volatility ETF position peaked at $6.39M in Q4 2016.
  • 57 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q1 2017.

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