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Shine Investment Advisory Services’s Invesco Bloomberg MVP Multi-factor ETF BMVP Stock Holding History

Shine Investment Advisory Services’s Portfolio BMVP Stock Details BMVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-600
Closed -$19K – 650
2017
Q4 		$19K Buy
+600
New +$18.7K 0.01% 462

Other funds holding BMVP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Shine Investment Advisory Services's BMVP Position: Q1 2018 in Review

Shine Investment Advisory Services sold out of Invesco Bloomberg MVP Multi-factor ETF (BMVP) in Q1 2018, closing a stake of 600 shares — an estimated $19K sold.

Shine Investment Advisory Services first reported a position in BMVP in Q4 2017 and held it in 1 quarter. The position peaked at $19K in Q4 2017. 36 funds tracked by Wall St. Rank hold BMVP as of Q1 2018.

  • Shine Investment Advisory Services reported no remaining Invesco Bloomberg MVP Multi-factor ETF position as of Q1 2018 after selling out during the quarter.
  • Shine Investment Advisory Services sold 600 Invesco Bloomberg MVP Multi-factor ETF shares in Q1 2018, an estimated $19K.
  • Shine Investment Advisory Services first reported a position in Invesco Bloomberg MVP Multi-factor ETF in Q4 2017 and held it in 1 quarter.
  • Shine Investment Advisory Services's Invesco Bloomberg MVP Multi-factor ETF position peaked at $19K in Q4 2017.
  • 36 funds tracked by Wall St. Rank held Invesco Bloomberg MVP Multi-factor ETF as of Q1 2018.

Based on Shine Investment Advisory Services's 13F filing for Q1 2018, filed 30 Apr 2018.