WF
NFO

WealthTrust Fairport’s Invesco Insider Sentiment ETF NFO Stock Holding History

WealthTrust Fairport’s Portfolio NFO Stock Details NFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-76
Closed -$3K – 443
2013
Q3 		$3K Buy
+76
New +$3.22K ﹤0.01% 379

Other funds holding NFO

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

WealthTrust Fairport's NFO Position: Q4 2013 in Review

WealthTrust Fairport sold out of Invesco Insider Sentiment ETF (NFO) in Q4 2013, closing a stake of 76 shares — an estimated $3K sold.

WealthTrust Fairport first reported a position in NFO in Q3 2013 and held it in 1 quarter. The position peaked at $3K in Q3 2013. 37 funds tracked by Wall St. Rank hold NFO as of Q4 2013.

  • WealthTrust Fairport reported no remaining Invesco Insider Sentiment ETF position as of Q4 2013 after selling out during the quarter.
  • WealthTrust Fairport sold 76 Invesco Insider Sentiment ETF shares in Q4 2013, an estimated $3K.
  • WealthTrust Fairport first reported a position in Invesco Insider Sentiment ETF in Q3 2013 and held it in 1 quarter.
  • WealthTrust Fairport's Invesco Insider Sentiment ETF position peaked at $3K in Q3 2013.
  • 37 funds tracked by Wall St. Rank held Invesco Insider Sentiment ETF as of Q4 2013.

Based on WealthTrust Fairport's 13F filing for Q4 2013, filed 29 Jan 2014.