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Robert N. Shapiro’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Robert N. Shapiro’s Portfolio CVY Stock Details CVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-800
Closed -$21K – 858
2014
Q2 		$21K Buy
+800
New +$20.4K ﹤0.01% 584

Other funds holding CVY

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Robert N. Shapiro's CVY Position: Q3 2014 in Review

Robert N. Shapiro sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q3 2014, closing a stake of 800 shares — an estimated $21K sold.

Robert N. Shapiro first reported a position in CVY in Q2 2014 and held it in 1 quarter. The position peaked at $21K in Q2 2014. 92 funds tracked by Wall St. Rank hold CVY as of Q3 2014.

  • Robert N. Shapiro reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q3 2014 after selling out during the quarter.
  • Robert N. Shapiro sold 800 Invesco Zacks Multi-Asset Income ETF shares in Q3 2014, an estimated $21K.
  • Robert N. Shapiro first reported a position in Invesco Zacks Multi-Asset Income ETF in Q2 2014 and held it in 1 quarter.
  • Robert N. Shapiro's Invesco Zacks Multi-Asset Income ETF position peaked at $21K in Q2 2014.
  • 92 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q3 2014.

Based on Robert N. Shapiro's 13F filing for Q3 2014, filed 21 Oct 2014.