TFA
IMVP

Toth Financial Advisory’s Invesco India ETF IMVP Stock Holding History

Toth Financial Advisory’s Portfolio IMVP Stock Details IMVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-20
Closed – – 458
2018
Q2 		$0 Hold
20
– – ﹤0.01% 453
2018
Q1 		$1K Sell
20
-10
-33% -$262 ﹤0.01% 416
2017
Q4 		$1K Buy
+30
New +$757 ﹤0.01% 419

Other funds holding IMVP

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $22.2B AUM 58.34% 1-Year Est. Return

Toth Financial Advisory's IMVP Position: Q3 2018 in Review

Toth Financial Advisory sold out of Invesco India ETF (IMVP) in Q3 2018, closing a stake of 20 shares.

Toth Financial Advisory first reported a position in IMVP in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q1 2018. 63 funds tracked by Wall St. Rank hold IMVP as of Q3 2018.

  • Toth Financial Advisory reported no remaining Invesco India ETF position as of Q3 2018 after selling out during the quarter.
  • Toth Financial Advisory sold 20 Invesco India ETF shares in Q3 2018.
  • Toth Financial Advisory first reported a position in Invesco India ETF in Q4 2017 and held it in 3 quarters.
  • Toth Financial Advisory's Invesco India ETF position peaked at $1K in Q1 2018.
  • 63 funds tracked by Wall St. Rank held Invesco India ETF as of Q3 2018.

Based on Toth Financial Advisory's 13F filing for Q3 2018, filed 15 Oct 2018.