Winthrop Advisory Group’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

Winthrop Advisory Group’s Portfolio ERTH Stock Details ERTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-7,500	Closed	-$276K	–	94
2018 Q4	$276K	Hold	7,500	–	–	0.14%	60
2018 Q3	$327K	Hold	7,500	–	–	0.18%	59
2018 Q2	$316K	Hold	7,500	–	–	0.21%	55
2018 Q1	$319K	Hold	7,500	–	–	0.22%	56
2017 Q4	$324K	Buy	+7,500	New	+$315K	0.23%	60

Other funds holding ERTH

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Trust Cambridge, Massachusetts $2.64B AUM 28.73% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Winthrop Advisory Group's ERTH Position: Q1 2019 in Review

Winthrop Advisory Group sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2019, closing a stake of 7,500 shares — an estimated $276K sold.

Winthrop Advisory Group first reported a position in ERTH in Q4 2017 and held it in 5 quarters. The position peaked at $327K in Q3 2018. 59 funds tracked by Wall St. Rank hold ERTH as of Q1 2019.

Winthrop Advisory Group reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2019 after selling out during the quarter.
Winthrop Advisory Group sold 7,500 Invesco MSCI Sustainable Future ETF shares in Q1 2019, an estimated $276K.
Winthrop Advisory Group first reported a position in Invesco MSCI Sustainable Future ETF in Q4 2017 and held it in 5 quarters.
Winthrop Advisory Group's Invesco MSCI Sustainable Future ETF position peaked at $327K in Q3 2018.
59 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2019.

Based on Winthrop Advisory Group's 13F filing for Q1 2019, filed 23 Apr 2019.