WEC
IMVP

Winslow Evans & Crocker’s Invesco India ETF IMVP Stock Holding History

Winslow Evans & Crocker’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
2018
Q1 		– Sell
-312
Closed -$8.19K – 1148
2017
Q4 		$8.19K Hold
312
– – ﹤0.01% 847
2017
Q3 		$7.34K Sell
312
-648
-68% -$15.8K ﹤0.01% 869
2017
Q2 		$21.9K Sell
960
-2
-0.2% -$46 0.01% 730
2017
Q1 		$21.9K Hold
962
– – 0.01% 713
2016
Q4 		$18.5K Hold
962
– – 0.01% 739
2016
Q3 		$19.9K Hold
962
– – 0.01% 736
2016
Q2 		$18.8K Buy
962
+2
+0.2% +$39 0.01% 707
2016
Q1 		$18.4K Buy
960
+298
+45% +$5.43K 0.01% 723
2015
Q4 		$12.9K Hold
662
– – ﹤0.01% 851
2015
Q3 		$13.1K Buy
662
+2
+0.3% +$41 ﹤0.01% 829
2015
Q2 		$14.3K Hold
660
– – ﹤0.01% 849
2015
Q1 		$14.9K Hold
660
– – ﹤0.01% 804
2014
Q4 		$13.8K Buy
660
+2
+0.3% +$44 ﹤0.01% 817
2014
Q3 		$14.3K Sell
658
-449
-41% -$9.83K ﹤0.01% 819
2014
Q2 		$23.9K Buy
1,107
+1
+0.1% +$20 0.01% 635
2014
Q1 		$20.7K Buy
1,106
+1
+0.1% +$17 0.01% 664
2013
Q4 		$19K Buy
+1,105
New +$18.8K 0.01% 716

Other funds holding IMVP

Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 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 $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIM
Hermes Investment Management London Uk, United Kingdom $7.52B AUM 20.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return