TCM
TAO

Tradewinds Capital Management’s Invesco China Real Estate ETF TAO Stock Holding History

Tradewinds Capital Management’s Portfolio TAO Stock Details TAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-125
Closed -$2K – 760
2016
Q4 		$2K Hold
125
– – ﹤0.01% 585
2016
Q3 		$3K Buy
+125
New +$2.74K ﹤0.01% 526

Other funds holding TAO

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tradewinds Capital Management's TAO Position: Q1 2017 in Review

Tradewinds Capital Management sold out of Invesco China Real Estate ETF (TAO) in Q1 2017, closing a stake of 125 shares — an estimated $2K sold.

Tradewinds Capital Management first reported a position in TAO in Q3 2016 and held it in 2 quarters. The position peaked at $3K in Q3 2016. 14 funds tracked by Wall St. Rank hold TAO as of Q1 2017.

  • Tradewinds Capital Management reported no remaining Invesco China Real Estate ETF position as of Q1 2017 after selling out during the quarter.
  • Tradewinds Capital Management sold 125 Invesco China Real Estate ETF shares in Q1 2017, an estimated $2K.
  • Tradewinds Capital Management first reported a position in Invesco China Real Estate ETF in Q3 2016 and held it in 2 quarters.
  • Tradewinds Capital Management's Invesco China Real Estate ETF position peaked at $3K in Q3 2016.
  • 14 funds tracked by Wall St. Rank held Invesco China Real Estate ETF as of Q1 2017.

Based on Tradewinds Capital Management's 13F filing for Q1 2017, filed 3 May 2017.