WCM
IFLN

Windsor Capital Management’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Windsor Capital 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
Q3 		– Sell
-2,000
Closed -$37K – 415
2013
Q2 		$37K Buy
+2,000
New +$38.7K 0.02% 195

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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
CC
Curian Capital Denver, Colorado $1.35B AUM 0.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Windsor Capital Management's IFLN Position: Q3 2013 in Review

Windsor Capital Management sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q3 2013, closing a stake of 2,000 shares — an estimated $37K sold.

Windsor Capital Management first reported a position in IFLN in Q2 2013 and held it in 1 quarter. The position peaked at $37K in Q2 2013. 71 funds tracked by Wall St. Rank hold IFLN as of Q3 2013.

  • Windsor Capital Management reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q3 2013 after selling out during the quarter.
  • Windsor Capital Management sold 2,000 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q3 2013, an estimated $37K.
  • Windsor Capital Management first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2013 and held it in 1 quarter.
  • Windsor Capital Management's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $37K in Q2 2013.
  • 71 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q3 2013.

Based on Windsor Capital Management's 13F filing for Q3 2013, filed 16 Oct 2013.