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

Torch 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
2014
Q3 		– Sell
-200
Closed -$7K – 143
2014
Q2 		$7K Sell
200
-300
-60% -$9.68K ﹤0.01% 246
2014
Q1 		$16K Hold
500
– – 0.01% 222
2013
Q4 		$16K Buy
+500
New +$15K 0.01% 199

Other funds holding ERTH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
1IC
1919 Investment Counsel Baltimore, Maryland $4.86B AUM 17.56% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HC
Highmount Capital New York $391M AUM 2.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Torch Wealth Management's ERTH Position: Q3 2014 in Review

Torch Wealth Management sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q3 2014, closing a stake of 200 shares — an estimated $7K sold.

Torch Wealth Management first reported a position in ERTH in Q4 2013 and held it in 3 quarters. The position peaked at $16K in Q1 2014. 46 funds tracked by Wall St. Rank hold ERTH as of Q3 2014.

  • Torch Wealth Management reported no remaining Invesco MSCI Sustainable Future ETF position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 200 Invesco MSCI Sustainable Future ETF shares in Q3 2014, an estimated $7K.
  • Torch Wealth Management first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's Invesco MSCI Sustainable Future ETF position peaked at $16K in Q1 2014.
  • 46 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.