Steward Partners Investment Advisory’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Steward Partners Investment Advisory’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 Q4	–	Sell	-175	Closed	-$8K	–	1163
2018 Q3	$8K	Hold	175	–	–	﹤0.01%	1954
2018 Q2	$7K	Hold	175	–	–	﹤0.01%	1863
2018 Q1	$7K	Hold	175	–	–	﹤0.01%	1686
2017 Q4	$7K	Hold	175	–	–	﹤0.01%	1432
2017 Q3	$7K	Hold	175	–	–	﹤0.01%	1199
2017 Q2	$6K	Buy	+175	New	+$6.57K	﹤0.01%	1168

Other funds holding ERTH

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Steward Partners Investment Advisory's ERTH Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q4 2018, closing a stake of 175 shares — an estimated $8K sold.

Steward Partners Investment Advisory first reported a position in ERTH in Q2 2017 and held it in 6 quarters. The position peaked at $8K in Q3 2018. 65 funds tracked by Wall St. Rank hold ERTH as of Q4 2018.

Steward Partners Investment Advisory reported no remaining Invesco MSCI Sustainable Future ETF position as of Q4 2018 after selling out during the quarter.
Steward Partners Investment Advisory sold 175 Invesco MSCI Sustainable Future ETF shares in Q4 2018, an estimated $8K.
Steward Partners Investment Advisory first reported a position in Invesco MSCI Sustainable Future ETF in Q2 2017 and held it in 6 quarters.
Steward Partners Investment Advisory's Invesco MSCI Sustainable Future ETF position peaked at $8K in Q3 2018.
65 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.