WP
IMVP

WealthPLAN Partners’s Invesco India ETF IMVP Stock Holding History

WealthPLAN Partners’s Portfolio IMVP Stock Details IMVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-205
Closed -$4.71K – 353
2017
Q1 		$4.71K Buy
+205
New +$4.35K 0.02% 353
2016
Q3 		$4.3K Sell
204
-204
-50% -$4.19K ﹤0.01% 747
2016
Q2 		$3.99K Buy
+408
New +$8.01K ﹤0.01% 2062

Other funds holding IMVP

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WealthPLAN Partners's IMVP Position: Q2 2017 in Review

WealthPLAN Partners sold out of Invesco India ETF (IMVP) in Q2 2017, closing a stake of 205 shares — an estimated $4.71K sold.

WealthPLAN Partners first reported a position in IMVP in Q2 2016 and held it in 3 quarters. The position peaked at $4.71K in Q1 2017. 53 funds tracked by Wall St. Rank hold IMVP as of Q2 2017.

  • WealthPLAN Partners reported no remaining Invesco India ETF position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 205 Invesco India ETF shares in Q2 2017, an estimated $4.71K.
  • WealthPLAN Partners first reported a position in Invesco India ETF in Q2 2016 and held it in 3 quarters.
  • WealthPLAN Partners's Invesco India ETF position peaked at $4.71K in Q1 2017.
  • 53 funds tracked by Wall St. Rank held Invesco India ETF as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.