VCM
CVY icon

Vigilant Capital Management’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Vigilant Capital Management’s Portfolio CVY Stock Details CVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-228
Closed -$6K – 271
2013
Q4 		$6K Buy
+228
New +$5.59K ﹤0.01% 225

Other funds holding CVY

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Vigilant Capital Management's CVY Position: Q1 2014 in Review

Vigilant Capital Management sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q1 2014, closing a stake of 228 shares — an estimated $6K sold.

Vigilant Capital Management first reported a position in CVY in Q4 2013 and held it in 1 quarter. The position peaked at $6K in Q4 2013. 87 funds tracked by Wall St. Rank hold CVY as of Q1 2014.

  • Vigilant Capital Management reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q1 2014 after selling out during the quarter.
  • Vigilant Capital Management sold 228 Invesco Zacks Multi-Asset Income ETF shares in Q1 2014, an estimated $6K.
  • Vigilant Capital Management first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2013 and held it in 1 quarter.
  • Vigilant Capital Management's Invesco Zacks Multi-Asset Income ETF position peaked at $6K in Q4 2013.
  • 87 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2014.

Based on Vigilant Capital Management's 13F filing for Q1 2014, filed 23 Apr 2014.