WP
SEA

WealthShield Partners’s Invesco Shipping ETF SEA Stock Holding History

WealthShield Partners’s Portfolio SEA Stock Details SEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-24
Closed – – 271
2019
Q2 		$0 Hold
24
– – ﹤0.01% 292
2019
Q1 		$0 Hold
24
– – ﹤0.01% 294
2018
Q4 		$0 Sell
24
-95
-80% -$885 ﹤0.01% 294
2018
Q3 		$1K Buy
+119
New +$1.19K ﹤0.01% 257

Other funds holding SEA

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

WealthShield Partners's SEA Position: Q3 2019 in Review

WealthShield Partners sold out of Invesco Shipping ETF (SEA) in Q3 2019, closing a stake of 24 shares.

WealthShield Partners first reported a position in SEA in Q3 2018 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 23 funds tracked by Wall St. Rank hold SEA as of Q3 2019.

  • WealthShield Partners reported no remaining Invesco Shipping ETF position as of Q3 2019 after selling out during the quarter.
  • WealthShield Partners sold 24 Invesco Shipping ETF shares in Q3 2019.
  • WealthShield Partners first reported a position in Invesco Shipping ETF in Q3 2018 and held it in 4 quarters.
  • WealthShield Partners's Invesco Shipping ETF position peaked at $1K in Q3 2018.
  • 23 funds tracked by Wall St. Rank held Invesco Shipping ETF as of Q3 2019.

Based on WealthShield Partners's 13F filing for Q3 2019, filed 13 Nov 2019.