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SG Select’s Invesco S&P Spin-Off ETF CSD Stock Holding History

SG Select’s Portfolio CSD Stock Details CSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		$202K Buy
+4,453
New +$199K 3.3% 17

Other funds holding CSD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MCC
Mid Continent Capital Chicago, Illinois $1.54B AUM 0.7% 1-Year Est. Return

SG Select's CSD Position: Q1 2014 in Review

SG Select opened a new position in Invesco S&P Spin-Off ETF (CSD) in Q1 2014: 4,453 shares worth $202K. The stake represents 3.3% of the portfolio and ranks #17 among its holdings.

76 funds tracked by Wall St. Rank hold CSD as of Q1 2014.

  • SG Select held 4,453 shares of Invesco S&P Spin-Off ETF worth $202K as of Q1 2014.
  • Invesco S&P Spin-Off ETF was a new SG Select position in Q1 2014.
  • Invesco S&P Spin-Off ETF made up 3.3% of SG Select's portfolio in Q1 2014, its #17 holding.
  • 76 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q1 2014.

Based on SG Select's 13F filing for Q1 2014, filed 21 May 2014.