RWA
ADRE

River Wealth Advisors’s Invesco BLDRS Emerging Markets 50 ADR Index Fund ADRE Stock Holding History

River Wealth Advisors’s Portfolio ADRE Stock Details ADRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-32
Closed -$1K – 560
2018
Q4 		$1K Hold
32
– – ﹤0.01% 536
2018
Q3 		$1K Hold
32
– – ﹤0.01% 571
2018
Q2 		$1K Buy
+32
New +$1.39K ﹤0.01% 570

Other funds holding ADRE

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

River Wealth Advisors's ADRE Position: Q1 2019 in Review

River Wealth Advisors sold out of Invesco BLDRS Emerging Markets 50 ADR Index Fund (ADRE) in Q1 2019, closing a stake of 32 shares — an estimated $1K sold.

River Wealth Advisors first reported a position in ADRE in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q4 2018. 37 funds tracked by Wall St. Rank hold ADRE as of Q1 2019.

  • River Wealth Advisors reported no remaining Invesco BLDRS Emerging Markets 50 ADR Index Fund position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 32 Invesco BLDRS Emerging Markets 50 ADR Index Fund shares in Q1 2019, an estimated $1K.
  • River Wealth Advisors first reported a position in Invesco BLDRS Emerging Markets 50 ADR Index Fund in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Invesco BLDRS Emerging Markets 50 ADR Index Fund position peaked at $1K in Q4 2018.
  • 37 funds tracked by Wall St. Rank held Invesco BLDRS Emerging Markets 50 ADR Index Fund as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.