SFG
IFLN

SevenBridge Financial Group’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

SevenBridge Financial Group’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
2016
Q3 		– Sell
-240
Closed -$4K – 662
2016
Q2 		$4K Buy
+240
New +$4.35K ﹤0.01% 629

Other funds holding IFLN

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

SevenBridge Financial Group's IFLN Position: Q3 2016 in Review

SevenBridge Financial Group sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q3 2016, closing a stake of 240 shares — an estimated $4K sold.

SevenBridge Financial Group first reported a position in IFLN in Q2 2016 and held it in 1 quarter. The position peaked at $4K in Q2 2016. 120 funds tracked by Wall St. Rank hold IFLN as of Q3 2016.

  • SevenBridge Financial Group reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q3 2016 after selling out during the quarter.
  • SevenBridge Financial Group sold 240 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2016, an estimated $4K.
  • SevenBridge Financial Group first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2016 and held it in 1 quarter.
  • SevenBridge Financial Group's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $4K in Q2 2016.
  • 120 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2016.

Based on SevenBridge Financial Group's 13F filing for Q3 2016, filed 28 Nov 2016.