Patten Group’s Invesco S&P International Developed High Dividend Low Volatility ETF IDHD Stock Holding History

Patten Group’s Portfolio IDHD Stock Details IDHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-260	Closed	-$7K	–	707
2018 Q3	$7K	Hold	260	–	–	﹤0.01%	579
2018 Q2	$7K	Hold	260	–	–	﹤0.01%	554
2018 Q1	$8K	Hold	260	–	–	﹤0.01%	488
2017 Q4	$8K	Hold	260	–	–	﹤0.01%	512
2017 Q3	$7K	Hold	260	–	–	﹤0.01%	514
2017 Q2	$8K	Buy	+260	New	+$7.3K	﹤0.01%	522

Other funds holding IDHD

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

GWMIA

Global Wealth Management Investment Advisory Fort Lauderdale, Florida $638M AUM 17.53% 1-Year Est. Return

Patten Group's IDHD Position: Q4 2018 in Review

Patten Group sold out of Invesco S&P International Developed High Dividend Low Volatility ETF (IDHD) in Q4 2018, closing a stake of 260 shares — an estimated $7K sold.

Patten Group first reported a position in IDHD in Q2 2017 and held it in 6 quarters. The position peaked at $8K in Q1 2018. 9 funds tracked by Wall St. Rank hold IDHD as of Q4 2018.

Patten Group reported no remaining Invesco S&P International Developed High Dividend Low Volatility ETF position as of Q4 2018 after selling out during the quarter.
Patten Group sold 260 Invesco S&P International Developed High Dividend Low Volatility ETF shares in Q4 2018, an estimated $7K.
Patten Group first reported a position in Invesco S&P International Developed High Dividend Low Volatility ETF in Q2 2017 and held it in 6 quarters.
Patten Group's Invesco S&P International Developed High Dividend Low Volatility ETF position peaked at $8K in Q1 2018.
9 funds tracked by Wall St. Rank held Invesco S&P International Developed High Dividend Low Volatility ETF as of Q4 2018.

Based on Patten Group's 13F filing for Q4 2018, filed 12 Feb 2019.