SMH
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Sanders Morris Harris’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Sanders Morris Harris’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
2016
Q2 		– Sell
-23,297
Closed -$430K – 260
2016
Q1 		$430K Buy
+23,297
New +$409K 0.07% 207

Other funds holding CVY

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LI
Longer Investments Fayetteville, Arkansas $84.6M AUM 4.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Sanders Morris Harris's CVY Position: Q2 2016 in Review

Sanders Morris Harris sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q2 2016, closing a stake of 23,297 shares — an estimated $430K sold.

Sanders Morris Harris first reported a position in CVY in Q1 2016 and held it in 1 quarter. The position peaked at $430K in Q1 2016. 69 funds tracked by Wall St. Rank hold CVY as of Q2 2016.

  • Sanders Morris Harris reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q2 2016 after selling out during the quarter.
  • Sanders Morris Harris sold 23,297 Invesco Zacks Multi-Asset Income ETF shares in Q2 2016, an estimated $430K.
  • Sanders Morris Harris first reported a position in Invesco Zacks Multi-Asset Income ETF in Q1 2016 and held it in 1 quarter.
  • Sanders Morris Harris's Invesco Zacks Multi-Asset Income ETF position peaked at $430K in Q1 2016.
  • 69 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q2 2016.

Based on Sanders Morris Harris's 13F filing for Q2 2016, filed 25 Jul 2016.