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Shine Investment Advisory Services’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Shine Investment Advisory Services’s Portfolio CGW Stock Details CGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$2K Hold
52
– – ﹤0.01% 685
2020
Q2 		$2K Hold
52
– – ﹤0.01% 696
2020
Q1 		$2K Hold
52
– – ﹤0.01% 672
2019
Q4 		$2K Buy
52
+25
+93% +$988 ﹤0.01% 703
2019
Q3 		$1K Buy
+27
New +$1.01K ﹤0.01% 709

Other funds holding CGW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Shine Investment Advisory Services's CGW Position: Q3 2020 in Review

Shine Investment Advisory Services held its Invesco S&P Global Water Index ETF (CGW) position steady in Q3 2020 at 52 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

Shine Investment Advisory Services first reported a position in CGW in Q3 2019 and has held it in 5 quarters since. 115 funds tracked by Wall St. Rank hold CGW as of Q3 2020.

  • Shine Investment Advisory Services held 52 shares of Invesco S&P Global Water Index ETF worth $2K as of Q3 2020.
  • Shine Investment Advisory Services left its Invesco S&P Global Water Index ETF share count unchanged in Q3 2020.
  • Invesco S&P Global Water Index ETF made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #685 holding.
  • Shine Investment Advisory Services first reported a position in Invesco S&P Global Water Index ETF in Q3 2019 and has held it in 5 quarters since.
  • 115 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.