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Vontobel Swiss Wealth Advisors’s Invesco AI and Next Gen Software ETF IGPT Stock Holding History

Vontobel Swiss Wealth Advisors’s Portfolio IGPT Stock Details IGPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,400
Closed -$32K – 70
2014
Q4 		$32K Buy
+2,400
New +$30.1K 0.02% 64

Other funds holding IGPT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's IGPT Position: Q1 2015 in Review

Vontobel Swiss Wealth Advisors sold out of Invesco AI and Next Gen Software ETF (IGPT) in Q1 2015, closing a stake of 2,400 shares — an estimated $32K sold.

Vontobel Swiss Wealth Advisors first reported a position in IGPT in Q4 2014 and held it in 1 quarter. The position peaked at $32K in Q4 2014. 20 funds tracked by Wall St. Rank hold IGPT as of Q1 2015.

  • Vontobel Swiss Wealth Advisors reported no remaining Invesco AI and Next Gen Software ETF position as of Q1 2015 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 2,400 Invesco AI and Next Gen Software ETF shares in Q1 2015, an estimated $32K.
  • Vontobel Swiss Wealth Advisors first reported a position in Invesco AI and Next Gen Software ETF in Q4 2014 and held it in 1 quarter.
  • Vontobel Swiss Wealth Advisors's Invesco AI and Next Gen Software ETF position peaked at $32K in Q4 2014.
  • 20 funds tracked by Wall St. Rank held Invesco AI and Next Gen Software ETF as of Q1 2015.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2015, filed 13 May 2015.