Wealthfront’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-77
Closed -$3K 1417
2015
Q2
$3K Sell
77
-277
-78% -$9.4K ﹤0.01% 1150
2015
Q1
$12K Buy
+354
New +$11.6K ﹤0.01% 606

Other funds holding SPGP

Wealthfront's SPGP Position: Q3 2015 in Review

Wealthfront sold out of Invesco S&P 500 GARP ETF (SPGP) in Q3 2015, closing a stake of 77 shares — an estimated $3K sold.

Wealthfront first reported a position in SPGP in Q1 2015 and held it in 2 quarters. The position peaked at $12K in Q1 2015. 21 funds tracked by Wall St. Rank hold SPGP as of Q3 2015.

  • Wealthfront reported no remaining Invesco S&P 500 GARP ETF position as of Q3 2015 after selling out during the quarter.
  • Wealthfront sold 77 Invesco S&P 500 GARP ETF shares in Q3 2015, an estimated $3K.
  • Wealthfront first reported a position in Invesco S&P 500 GARP ETF in Q1 2015 and held it in 2 quarters.
  • Wealthfront's Invesco S&P 500 GARP ETF position peaked at $12K in Q1 2015.
  • 21 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.