WIM
IFLN

Windhaven Investment Management’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Windhaven Investment Management’s Portfolio IFLN Stock Details IFLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-115,204
Closed -$2.17K – 46
2013
Q3 		$2.17K Sell
115,204
-7,017
-6% -$132K 0.01% 34
2013
Q2 		$2.29M Buy
+122,221
New +$2.36M 0.01% 35

Other funds holding IFLN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
TCM
Twele Capital Management Minnetonka, Minnesota $612M AUM 13.62% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Windhaven Investment Management's IFLN Position: Q4 2013 in Review

Windhaven Investment Management sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2013, closing a stake of 115,204 shares — an estimated $2.17K sold.

Windhaven Investment Management first reported a position in IFLN in Q2 2013 and held it in 2 quarters. The position peaked at $2.29M in Q2 2013. 74 funds tracked by Wall St. Rank hold IFLN as of Q4 2013.

  • Windhaven Investment Management reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2013 after selling out during the quarter.
  • Windhaven Investment Management sold 115,204 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2013, an estimated $2.17K.
  • Windhaven Investment Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2013 and held it in 2 quarters.
  • Windhaven Investment Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $2.29M in Q2 2013.
  • 74 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2013.

Based on Windhaven Investment Management's 13F filing for Q4 2013, filed 14 Feb 2014.