RFA
NFO

Reilly Financial Advisors’s Invesco Insider Sentiment ETF NFO Stock Holding History

Reilly Financial Advisors’s Portfolio NFO Stock Details NFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-500
Closed -$25K – 871
2014
Q2 		$25K Buy
+500
New +$23.8K 0.01% 375

Other funds holding NFO

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Reilly Financial Advisors's NFO Position: Q3 2014 in Review

Reilly Financial Advisors sold out of Invesco Insider Sentiment ETF (NFO) in Q3 2014, closing a stake of 500 shares — an estimated $25K sold.

Reilly Financial Advisors first reported a position in NFO in Q2 2014 and held it in 1 quarter. The position peaked at $25K in Q2 2014. 39 funds tracked by Wall St. Rank hold NFO as of Q3 2014.

  • Reilly Financial Advisors reported no remaining Invesco Insider Sentiment ETF position as of Q3 2014 after selling out during the quarter.
  • Reilly Financial Advisors sold 500 Invesco Insider Sentiment ETF shares in Q3 2014, an estimated $25K.
  • Reilly Financial Advisors first reported a position in Invesco Insider Sentiment ETF in Q2 2014 and held it in 1 quarter.
  • Reilly Financial Advisors's Invesco Insider Sentiment ETF position peaked at $25K in Q2 2014.
  • 39 funds tracked by Wall St. Rank held Invesco Insider Sentiment ETF as of Q3 2014.

Based on Reilly Financial Advisors's 13F filing for Q3 2014, filed 16 Oct 2014.