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Triangle Securities Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Triangle Securities Wealth Management’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-850
Closed -$61K – 318
2013
Q2 		$61K Buy
+850
New +$60.7K 0.05% 228

Other funds holding QQQ

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return
AM
Appaloosa Management Miami Beach, Florida $5.01B AUM 0.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Triangle Securities Wealth Management's QQQ Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Invesco QQQ Trust (QQQ) in Q3 2013, closing a stake of 850 shares — an estimated $61K sold.

Triangle Securities Wealth Management first reported a position in QQQ in Q2 2013 and held it in 1 quarter. The position peaked at $61K in Q2 2013. 450 funds tracked by Wall St. Rank hold QQQ as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Invesco QQQ Trust position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 850 Invesco QQQ Trust shares in Q3 2013, an estimated $61K.
  • Triangle Securities Wealth Management first reported a position in Invesco QQQ Trust in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Invesco QQQ Trust position peaked at $61K in Q2 2013.
  • 450 funds tracked by Wall St. Rank held Invesco QQQ Trust as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.