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Stevens First Principles Investment Advisors’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Stevens First Principles Investment Advisors’s Portfolio ERTH Stock Details ERTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-100
Closed -$4K – 162
2018
Q1 		$4K Hold
100
– – ﹤0.01% 138
2017
Q4 		$4K Buy
+100
New +$4.21K ﹤0.01% 168

Other funds holding ERTH

EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CT
Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stevens First Principles Investment Advisors's ERTH Position: Q2 2018 in Review

Stevens First Principles Investment Advisors sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q2 2018, closing a stake of 100 shares — an estimated $4K sold.

Stevens First Principles Investment Advisors first reported a position in ERTH in Q4 2017 and held it in 2 quarters. The position peaked at $4K in Q1 2018. 62 funds tracked by Wall St. Rank hold ERTH as of Q2 2018.

  • Stevens First Principles Investment Advisors reported no remaining Invesco MSCI Sustainable Future ETF position as of Q2 2018 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 100 Invesco MSCI Sustainable Future ETF shares in Q2 2018, an estimated $4K.
  • Stevens First Principles Investment Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2017 and held it in 2 quarters.
  • Stevens First Principles Investment Advisors's Invesco MSCI Sustainable Future ETF position peaked at $4K in Q1 2018.
  • 62 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q2 2018.

Based on Stevens First Principles Investment Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.