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Pacific Financial Group’s Invesco S&P International Developed Low Volatility ETF IDLV Stock Holding History

Pacific Financial Group’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
2015
Q1 		– Sell
-1,129
Closed -$35K – 113
2014
Q4 		$35K Buy
+1,129
New +$35.4K 0.01% 82

Other funds holding IDLV

CIA
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

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

Pacific Financial Group sold out of Invesco S&P International Developed Low Volatility ETF (IDLV) in Q1 2015, closing a stake of 1,129 shares — an estimated $35K sold.

Pacific Financial Group first reported a position in IDLV in Q4 2014 and held it in 1 quarter. The position peaked at $35K in Q4 2014. 43 funds tracked by Wall St. Rank hold IDLV as of Q1 2015.

  • Pacific Financial Group reported no remaining Invesco S&P International Developed Low Volatility ETF position as of Q1 2015 after selling out during the quarter.
  • Pacific Financial Group sold 1,129 Invesco S&P International Developed Low Volatility ETF shares in Q1 2015, an estimated $35K.
  • Pacific Financial Group first reported a position in Invesco S&P International Developed Low Volatility ETF in Q4 2014 and held it in 1 quarter.
  • Pacific Financial Group's Invesco S&P International Developed Low Volatility ETF position peaked at $35K in Q4 2014.
  • 43 funds tracked by Wall St. Rank held Invesco S&P International Developed Low Volatility ETF as of Q1 2015.

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