WC
IMVP

Westwind Capital’s Invesco India ETF IMVP Stock Holding History

Westwind Capital’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
2019
Q4 		– Sell
-250
Closed -$6K – 46
2019
Q3 		$6K Hold
250
– – ﹤0.01% 43
2019
Q2 		$6K Hold
250
– – ﹤0.01% 46
2019
Q1 		$6K Hold
250
– – ﹤0.01% 46
2018
Q4 		$6K Hold
250
– – ﹤0.01% 47
2018
Q3 		$6K Hold
250
– – ﹤0.01% 43
2018
Q2 		$6K Sell
250
-25
-9% -$625 ﹤0.01% 43
2018
Q1 		$7K Sell
275
-80,662
-100% -$2.11M 0.01% 38
2017
Q4 		$2.14M Buy
+80,937
New +$2.04M 2.01% 16

Other funds holding IMVP

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Westwind Capital's IMVP Position: Q4 2019 in Review

Westwind Capital sold out of Invesco India ETF (IMVP) in Q4 2019, closing a stake of 250 shares — an estimated $6K sold.

Westwind Capital first reported a position in IMVP in Q4 2017 and held it in 8 quarters. The position peaked at $2.14M in Q4 2017. 44 funds tracked by Wall St. Rank hold IMVP as of Q4 2019.

  • Westwind Capital reported no remaining Invesco India ETF position as of Q4 2019 after selling out during the quarter.
  • Westwind Capital sold 250 Invesco India ETF shares in Q4 2019, an estimated $6K.
  • Westwind Capital first reported a position in Invesco India ETF in Q4 2017 and held it in 8 quarters.
  • Westwind Capital's Invesco India ETF position peaked at $2.14M in Q4 2017.
  • 44 funds tracked by Wall St. Rank held Invesco India ETF as of Q4 2019.

Based on Westwind Capital's 13F filing for Q4 2019, filed 6 Jan 2020.