WTB
IFLN

Washington Trust Bank’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Washington Trust Bank’s Portfolio IFLN Stock Details IFLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-860
Closed -$17K – 847
2014
Q2 		$17K Hold
860
– – ﹤0.01% 641
2014
Q1 		$17K Buy
+860
New +$16.6K ﹤0.01% 631

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Washington Trust Bank's IFLN Position: Q3 2014 in Review

Washington Trust Bank sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q3 2014, closing a stake of 860 shares — an estimated $17K sold.

Washington Trust Bank first reported a position in IFLN in Q1 2014 and held it in 2 quarters. The position peaked at $17K in Q2 2014. 80 funds tracked by Wall St. Rank hold IFLN as of Q3 2014.

  • Washington Trust Bank reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q3 2014 after selling out during the quarter.
  • Washington Trust Bank sold 860 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2014, an estimated $17K.
  • Washington Trust Bank first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q1 2014 and held it in 2 quarters.
  • Washington Trust Bank's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $17K in Q2 2014.
  • 80 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2014.

Based on Washington Trust Bank's 13F filing for Q3 2014, filed 21 Nov 2014.