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Robert N. Shapiro’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Robert N. Shapiro’s Portfolio EELV Stock Details EELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-4,500
Closed -$124K – 804
2013
Q3 		$124K Sell
4,500
-2,200
-33% -$60K 0.02% 366
2013
Q2 		$181K Buy
+6,700
New +$192K 0.04% 277

Other funds holding EELV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Robert N. Shapiro's EELV Position: Q4 2013 in Review

Robert N. Shapiro sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q4 2013, closing a stake of 4,500 shares — an estimated $124K sold.

Robert N. Shapiro first reported a position in EELV in Q2 2013 and held it in 2 quarters. The position peaked at $181K in Q2 2013. 29 funds tracked by Wall St. Rank hold EELV as of Q4 2013.

  • Robert N. Shapiro reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q4 2013 after selling out during the quarter.
  • Robert N. Shapiro sold 4,500 Invesco S&P Emerging Markets Low Volatility ETF shares in Q4 2013, an estimated $124K.
  • Robert N. Shapiro first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q2 2013 and held it in 2 quarters.
  • Robert N. Shapiro's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $181K in Q2 2013.
  • 29 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q4 2013.

Based on Robert N. Shapiro's 13F filing for Q4 2013, filed 6 Feb 2014.