OFG
IMVP

OTA Financial Group’s Invesco India ETF IMVP Stock Holding History

OTA Financial Group’s Portfolio IMVP Stock Details IMVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-22,016
Closed -$521K – 77
2017
Q3 		$521K Buy
+22,016
New +$536K 0.29% 36
2017
Q1 		– Sell
-48,100
Closed -$927K – 79
2016
Q4 		$927K Buy
+48,100
New +$958K 0.48% 23
2013
Q4 		– Sell
-68,316
Closed -$1.09M – 136
2013
Q3 		$1.09M Buy
68,316
+48,636
+247% +$782K 0.61% 28
2013
Q2 		$326K Buy
+19,680
New +$350K 0.15% 66

Other funds holding IMVP

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HIM
Hermes Investment Management London Uk, United Kingdom $7.52B AUM 20.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return

OTA Financial Group's IMVP Position: Q4 2017 in Review

OTA Financial Group sold out of Invesco India ETF (IMVP) in Q4 2017, closing a stake of 22,016 shares — an estimated $521K sold.

OTA Financial Group first reported a position in IMVP in Q2 2013 and held it in 4 quarters. The position peaked at $1.09M in Q3 2013. 64 funds tracked by Wall St. Rank hold IMVP as of Q4 2017.

  • OTA Financial Group reported no remaining Invesco India ETF position as of Q4 2017 after selling out during the quarter.
  • OTA Financial Group sold 22,016 Invesco India ETF shares in Q4 2017, an estimated $521K.
  • OTA Financial Group first reported a position in Invesco India ETF in Q2 2013 and held it in 4 quarters.
  • OTA Financial Group's Invesco India ETF position peaked at $1.09M in Q3 2013.
  • 64 funds tracked by Wall St. Rank held Invesco India ETF as of Q4 2017.

Based on OTA Financial Group's 13F filing for Q4 2017, filed 22 Feb 2018.