SHJ
IFLN

Sharkey, Howes & Javer’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Sharkey, Howes & Javer’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
Q2 		– Sell
-34,863
Closed -$621K – 259
2016
Q1 		$621K Sell
34,863
-19,703
-36% -$341K 0.46% 18
2015
Q4 		$952K Buy
+54,566
New +$977K 0.66% 17

Other funds holding IFLN

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BCM
Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return

Sharkey, Howes & Javer's IFLN Position: Q2 2016 in Review

Sharkey, Howes & Javer sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q2 2016, closing a stake of 34,863 shares — an estimated $621K sold.

Sharkey, Howes & Javer first reported a position in IFLN in Q4 2015 and held it in 2 quarters. The position peaked at $952K in Q4 2015. 114 funds tracked by Wall St. Rank hold IFLN as of Q2 2016.

  • Sharkey, Howes & Javer reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q2 2016 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 34,863 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q2 2016, an estimated $621K.
  • Sharkey, Howes & Javer first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q4 2015 and held it in 2 quarters.
  • Sharkey, Howes & Javer's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $952K in Q4 2015.
  • 114 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q2 2016.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2016, filed 5 Aug 2016.