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Signature Estate & Investment Advisors’s Invesco S&P 500 High Beta ETF SPHB Stock Holding History

Signature Estate & Investment Advisors’s Portfolio SPHB Stock Details SPHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,747
Closed -$103K – 180
2017
Q1 		$103K Sell
2,747
-124
-4% -$4.66K 0.01% 190
2016
Q4 		$105K Buy
+2,871
New +$99.9K 0.01% 154

Other funds holding SPHB

GI
Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Signature Estate & Investment Advisors's SPHB Position: Q2 2017 in Review

Signature Estate & Investment Advisors sold out of Invesco S&P 500 High Beta ETF (SPHB) in Q2 2017, closing a stake of 2,747 shares — an estimated $103K sold.

Signature Estate & Investment Advisors first reported a position in SPHB in Q4 2016 and held it in 2 quarters. The position peaked at $105K in Q4 2016. 52 funds tracked by Wall St. Rank hold SPHB as of Q2 2017.

  • Signature Estate & Investment Advisors reported no remaining Invesco S&P 500 High Beta ETF position as of Q2 2017 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 2,747 Invesco S&P 500 High Beta ETF shares in Q2 2017, an estimated $103K.
  • Signature Estate & Investment Advisors first reported a position in Invesco S&P 500 High Beta ETF in Q4 2016 and held it in 2 quarters.
  • Signature Estate & Investment Advisors's Invesco S&P 500 High Beta ETF position peaked at $105K in Q4 2016.
  • 52 funds tracked by Wall St. Rank held Invesco S&P 500 High Beta ETF as of Q2 2017.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.