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Pacific Financial Group’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Pacific Financial Group’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
2015
Q1 		– Sell
-95
Closed -$2K – 89
2014
Q4 		$2K Buy
+95
New +$2.5K ﹤0.01% 206

Other funds holding EELV

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UBS Group
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Morgan Stanley
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Wealth Enhancement Advisory Services
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Pacific Financial Group's EELV Position: Q1 2015 in Review

Pacific Financial Group sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q1 2015, closing a stake of 95 shares — an estimated $2K sold.

Pacific Financial Group first reported a position in EELV in Q4 2014 and held it in 1 quarter. The position peaked at $2K in Q4 2014. 30 funds tracked by Wall St. Rank hold EELV as of Q1 2015.

  • Pacific Financial Group reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 95 Invesco S&P Emerging Markets Low Volatility ETF shares in Q1 2015, an estimated $2K.
  • Pacific Financial Group first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q4 2014 and held it in 1 quarter.
  • Pacific Financial Group's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $2K in Q4 2014.
  • 30 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2015.

Based on Pacific Financial Group's 13F filing for Q1 2015, filed 27 Apr 2015.