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Winslow Evans & Crocker’s Invesco Zacks Multi-Asset Income ETF CVY Stock Holding History

Winslow Evans & Crocker’s Portfolio CVY Stock Details CVY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,925
Closed -$48K – 1315
2013
Q4 		$48K Buy
+1,925
New +$47.2K 0.02% 517

Other funds holding CVY

LW
Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Winslow Evans & Crocker's CVY Position: Q1 2014 in Review

Winslow Evans & Crocker sold out of Invesco Zacks Multi-Asset Income ETF (CVY) in Q1 2014, closing a stake of 1,925 shares — an estimated $48K sold.

Winslow Evans & Crocker first reported a position in CVY in Q4 2013 and held it in 1 quarter. The position peaked at $48K in Q4 2013. 87 funds tracked by Wall St. Rank hold CVY as of Q1 2014.

  • Winslow Evans & Crocker reported no remaining Invesco Zacks Multi-Asset Income ETF position as of Q1 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 1,925 Invesco Zacks Multi-Asset Income ETF shares in Q1 2014, an estimated $48K.
  • Winslow Evans & Crocker first reported a position in Invesco Zacks Multi-Asset Income ETF in Q4 2013 and held it in 1 quarter.
  • Winslow Evans & Crocker's Invesco Zacks Multi-Asset Income ETF position peaked at $48K in Q4 2013.
  • 87 funds tracked by Wall St. Rank held Invesco Zacks Multi-Asset Income ETF as of Q1 2014.

Based on Winslow Evans & Crocker's 13F filing for Q1 2014, filed 11 Apr 2014.