SFPM
EEB

Sensible Financial Planning & Management’s Invesco BRIC ETF EEB Stock Holding History

Sensible Financial Planning & Management’s Portfolio EEB Stock Details EEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-286
Closed -$8K – 70
2014
Q4 		$8K Hold
286
– – 0.01% 67
2014
Q3 		$10K Buy
+286
New +$10.5K 0.01% 59

Other funds holding EEB

KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Sensible Financial Planning & Management's EEB Position: Q1 2015 in Review

Sensible Financial Planning & Management sold out of Invesco BRIC ETF (EEB) in Q1 2015, closing a stake of 286 shares — an estimated $8K sold.

Sensible Financial Planning & Management first reported a position in EEB in Q3 2014 and held it in 2 quarters. The position peaked at $10K in Q3 2014. 36 funds tracked by Wall St. Rank hold EEB as of Q1 2015.

  • Sensible Financial Planning & Management reported no remaining Invesco BRIC ETF position as of Q1 2015 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 286 Invesco BRIC ETF shares in Q1 2015, an estimated $8K.
  • Sensible Financial Planning & Management first reported a position in Invesco BRIC ETF in Q3 2014 and held it in 2 quarters.
  • Sensible Financial Planning & Management's Invesco BRIC ETF position peaked at $10K in Q3 2014.
  • 36 funds tracked by Wall St. Rank held Invesco BRIC ETF as of Q1 2015.

Based on Sensible Financial Planning & Management's 13F filing for Q1 2015, filed 14 May 2015.