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Tower Research Capital (TRC)’s Invesco S&P 500 Downside Hedged ETF PHDG Stock Holding History

Tower Research Capital (TRC)’s Portfolio PHDG Stock Details PHDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-261
Closed -$7K – 4492
2014
Q1 		$7K Buy
+261
New +$7.22K ﹤0.01% 2983

Other funds holding PHDG

EC
Estate Counselors Thiensville, Wisconsin $1.16B AUM 21.97% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BPB
Badgley, Phelps & Bell Seattle, Washington $2.69B AUM 41.96% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Tower Research Capital (TRC)'s PHDG Position: Q2 2014 in Review

Tower Research Capital (TRC) sold out of Invesco S&P 500 Downside Hedged ETF (PHDG) in Q2 2014, closing a stake of 261 shares — an estimated $7K sold.

Tower Research Capital (TRC) first reported a position in PHDG in Q1 2014 and held it in 1 quarter. The position peaked at $7K in Q1 2014. 24 funds tracked by Wall St. Rank hold PHDG as of Q2 2014.

  • Tower Research Capital (TRC) reported no remaining Invesco S&P 500 Downside Hedged ETF position as of Q2 2014 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 261 Invesco S&P 500 Downside Hedged ETF shares in Q2 2014, an estimated $7K.
  • Tower Research Capital (TRC) first reported a position in Invesco S&P 500 Downside Hedged ETF in Q1 2014 and held it in 1 quarter.
  • Tower Research Capital (TRC)'s Invesco S&P 500 Downside Hedged ETF position peaked at $7K in Q1 2014.
  • 24 funds tracked by Wall St. Rank held Invesco S&P 500 Downside Hedged ETF as of Q2 2014.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2014, filed 14 Aug 2014.