Sequoia Financial Advisors’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Sequoia Financial Advisors’s Portfolio IFLN Stock Details IFLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-14,366	Closed	-$274K	–	316
2017 Q3	$274K	Sell	14,366 -113	-0.8%	-$2.15K	0.03%	221
2017 Q2	$275K	Sell	14,479 -2,838	-16%	-$53.8K	0.03%	221
2017 Q1	$326K	Sell	17,317 -14,965	-46%	-$282K	0.04%	187
2016 Q4	$607K	Sell	32,282 -7,481	-19%	-$140K	0.09%	125
2016 Q3	$750K	Sell	39,763 -81,315	-67%	-$1.52M	0.14%	97
2016 Q2	$2.23M	Buy	121,078 +7,447	+7%	+$135K	0.62%	38
2016 Q1	$2.02M	Sell	113,631 -2,334	-2%	-$40.4K	0.65%	38
2015 Q4	$2.02M	Buy	115,965 +28,408	+32%	+$508K	0.82%	27
2015 Q3	$1.56M	Buy	87,557 +8,894	+11%	+$163K	0.68%	31
2015 Q2	$1.47M	Buy	78,663 +6,732	+9%	+$128K	0.62%	31
2015 Q1	$1.36M	Buy	+71,931	New	+$1.36M	0.63%	31

Other funds holding IFLN

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Value Monitoring Menlo Park, California $1.5M AUM 13.21% 1-Year Est. Return

IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

DDPOM

Delta Dental Plan of Michigan Okemos, Michigan $333M AUM

PCM

Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Sequoia Financial Advisors's IFLN Position: Q4 2017 in Review

Sequoia Financial Advisors sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2017, closing a stake of 14,366 shares — an estimated $274K sold.

Sequoia Financial Advisors first reported a position in IFLN in Q1 2015 and held it in 11 quarters. The position peaked at $2.23M in Q2 2016. 155 funds tracked by Wall St. Rank hold IFLN as of Q4 2017.

Sequoia Financial Advisors reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2017 after selling out during the quarter.
Sequoia Financial Advisors sold 14,366 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2017, an estimated $274K.
Sequoia Financial Advisors first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2015 and held it in 11 quarters.
Sequoia Financial Advisors's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $2.23M in Q2 2016.
155 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2017.

Based on Sequoia Financial Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.