WEC
SEA

Winslow Evans & Crocker’s Invesco Shipping ETF SEA Stock Holding History

Winslow Evans & Crocker’s Portfolio SEA Stock Details SEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-400
Closed -$4.73K – 1295
2017
Q2 		$4.73K Hold
400
– – ﹤0.01% 1069
2017
Q1 		$4.91K Hold
400
– – ﹤0.01% 1034
2016
Q4 		$4.57K Hold
400
– – ﹤0.01% 1044
2016
Q3 		$4.6K Hold
400
– – ﹤0.01% 1073
2016
Q2 		$4.38K Hold
400
– – ﹤0.01% 1065
2016
Q1 		$4.64K Hold
400
– – ﹤0.01% 1045
2015
Q4 		$5.07K Buy
+400
New +$5.88K ﹤0.01% 1067

Other funds holding SEA

ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Winslow Evans & Crocker's SEA Position: Q3 2017 in Review

Winslow Evans & Crocker sold out of Invesco Shipping ETF (SEA) in Q3 2017, closing a stake of 400 shares — an estimated $4.73K sold.

Winslow Evans & Crocker first reported a position in SEA in Q4 2015 and held it in 7 quarters. The position peaked at $5.07K in Q4 2015. 27 funds tracked by Wall St. Rank hold SEA as of Q3 2017.

  • Winslow Evans & Crocker reported no remaining Invesco Shipping ETF position as of Q3 2017 after selling out during the quarter.
  • Winslow Evans & Crocker sold 400 Invesco Shipping ETF shares in Q3 2017, an estimated $4.73K.
  • Winslow Evans & Crocker first reported a position in Invesco Shipping ETF in Q4 2015 and held it in 7 quarters.
  • Winslow Evans & Crocker's Invesco Shipping ETF position peaked at $5.07K in Q4 2015.
  • 27 funds tracked by Wall St. Rank held Invesco Shipping ETF as of Q3 2017.

Based on Winslow Evans & Crocker's 13F filing for Q3 2017, filed 19 Oct 2017.