PI
IFLN

Placemark Investments’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Placemark Investments’s Portfolio IFLN Stock Details IFLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		$291K Buy
15,504
+1,562
+11% +$29.6K 0.01% 1419
2014
Q3 		$265K Buy
+13,942
New +$270K ﹤0.01% 1458
2014
Q2 		– Sell
-62,429
Closed -$1.21M – 1666
2014
Q1 		$1.21M Buy
+62,429
New +$1.21M 0.02% 731

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Placemark Investments's IFLN Position: Q4 2014 in Review

Placemark Investments increased its Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) stake by 11% in Q4 2014, buying an estimated $29.6K and bringing the position to 15,504 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #1419.

Placemark Investments first reported a position in IFLN in Q1 2014 and has held it in 3 quarters since. The position peaked at $1.21M in Q1 2014. 88 funds tracked by Wall St. Rank hold IFLN as of Q4 2014.

  • Placemark Investments held 15,504 shares of Invesco Bloomberg Enhanced Fallen Angels ETF worth $291K as of Q4 2014.
  • Placemark Investments bought 1,562 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2014, an estimated $29.6K.
  • Invesco Bloomberg Enhanced Fallen Angels ETF made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1419 holding.
  • Placemark Investments first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2014 and has held it in 3 quarters since.
  • Placemark Investments's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $1.21M in Q1 2014.
  • 88 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.