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Taylor Hoffman Wealth Management’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Taylor Hoffman Wealth Management’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
2019
Q1 		– Sell
-15
Closed -$1K – 416
2018
Q4 		$1K Buy
+15
New +$588 ﹤0.01% 398

Other funds holding ERTH

EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Taylor Hoffman Wealth Management's ERTH Position: Q1 2019 in Review

Taylor Hoffman Wealth Management sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2019, closing a stake of 15 shares — an estimated $1K sold.

Taylor Hoffman Wealth Management first reported a position in ERTH in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 59 funds tracked by Wall St. Rank hold ERTH as of Q1 2019.

  • Taylor Hoffman Wealth Management reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2019 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 15 Invesco MSCI Sustainable Future ETF shares in Q1 2019, an estimated $1K.
  • Taylor Hoffman Wealth Management first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2018 and held it in 1 quarter.
  • Taylor Hoffman Wealth Management's Invesco MSCI Sustainable Future ETF position peaked at $1K in Q4 2018.
  • 59 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2019.

Based on Taylor Hoffman Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.