WESCAP Management Group’s Invesco Insider Sentiment ETF NFO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-66,224
| Closed | -$4.78M | – | 91 |
|
|
2019
Q4 | $4.78M | Sell |
66,224
-5,767
| -8% | -$409K | 1.86% | 16 |
|
|
2019
Q3 | $5.05M | Sell |
71,991
-5,094
| -7% | -$355K | 2.08% | 15 |
|
|
2019
Q2 | $5.32M | Sell |
77,085
-250
| -0.3% | -$16.7K | 2.2% | 13 |
|
|
2019
Q1 | $5.03M | Sell |
77,335
-1,304
| -2% | -$80.9K | 2.14% | 13 |
|
|
2018
Q4 | $4.44M | Buy |
+78,639
| New | +$4.83M | 2.13% | 13 |
|
|
2018
Q2 | – | Sell |
-102,792
| Closed | -$6.51M | – | 79 |
|
|
2018
Q1 | $6.51M | Sell |
102,792
-1,146
| -1% | -$72.6K | 2.61% | 8 |
|
|
2017
Q4 | $6.44M | Sell |
103,938
-1,202
| -1% | -$73.6K | 2.54% | 10 |
|
|
2017
Q3 | $6.22M | Sell |
105,140
-3,478
| -3% | -$199K | 2.79% | 9 |
|
|
2017
Q2 | $6.05M | Sell |
108,618
-4,334
| -4% | -$238K | 2.86% | 8 |
|
|
2017
Q1 | $6.01M | Sell |
112,952
-23,472
| -17% | -$1.21M | 2.93% | 8 |
|
|
2016
Q4 | $6.71M | Sell |
136,424
-4,246
| -3% | -$209K | 3.43% | 6 |
|
|
2016
Q3 | $7.05M | Sell |
140,670
-8,072
| -5% | -$403K | 3.68% | 5 |
|
|
2016
Q2 | $7.13M | Sell |
148,742
-8,189
| -5% | -$388K | 3.52% | 4 |
|
|
2016
Q1 | $7.3M | Sell |
156,931
-19,270
| -11% | -$839K | 3.67% | 4 |
|
|
2015
Q4 | $8.2M | Buy |
+176,201
| New | +$8.36M | 4.42% | 4 |
|
WESCAP Management Group's NFO Position: Q1 2020 in Review
WESCAP Management Group sold out of Invesco Insider Sentiment ETF (NFO) in Q1 2020, closing a stake of 66,224 shares — an estimated $4.78M sold.
WESCAP Management Group first reported a position in NFO in Q4 2015 and held it in 15 quarters. The position peaked at $8.2M in Q4 2015. 0 funds tracked by Wall St. Rank hold NFO as of Q1 2020.
- WESCAP Management Group reported no remaining Invesco Insider Sentiment ETF position as of Q1 2020 after selling out during the quarter.
- WESCAP Management Group sold 66,224 Invesco Insider Sentiment ETF shares in Q1 2020, an estimated $4.78M.
- WESCAP Management Group first reported a position in Invesco Insider Sentiment ETF in Q4 2015 and held it in 15 quarters.
- WESCAP Management Group's Invesco Insider Sentiment ETF position peaked at $8.2M in Q4 2015.
- 0 funds tracked by Wall St. Rank held Invesco Insider Sentiment ETF as of Q1 2020.
Based on WESCAP Management Group's 13F filing for Q1 2020, filed 13 May 2020.