SKK
TAO

Shepherd Kaplan Krochuk’s Invesco China Real Estate ETF TAO Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio TAO Stock Details TAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-16,254
Closed -$331K – 682
2013
Q2 		$331K Buy
+16,254
New +$356K 0.07% 269

Other funds holding TAO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Shepherd Kaplan Krochuk's TAO Position: Q3 2013 in Review

Shepherd Kaplan Krochuk sold out of Invesco China Real Estate ETF (TAO) in Q3 2013, closing a stake of 16,254 shares — an estimated $331K sold.

Shepherd Kaplan Krochuk first reported a position in TAO in Q2 2013 and held it in 1 quarter. The position peaked at $331K in Q2 2013. 14 funds tracked by Wall St. Rank hold TAO as of Q3 2013.

  • Shepherd Kaplan Krochuk reported no remaining Invesco China Real Estate ETF position as of Q3 2013 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 16,254 Invesco China Real Estate ETF shares in Q3 2013, an estimated $331K.
  • Shepherd Kaplan Krochuk first reported a position in Invesco China Real Estate ETF in Q2 2013 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Invesco China Real Estate ETF position peaked at $331K in Q2 2013.
  • 14 funds tracked by Wall St. Rank held Invesco China Real Estate ETF as of Q3 2013.

Based on Shepherd Kaplan Krochuk's 13F filing for Q3 2013, filed 14 Nov 2013.