WPW
UPGD icon

Winthrop Partners - WNY’s Invesco Bloomberg Analyst Rating Improvers ETF UPGD Stock Holding History

Winthrop Partners - WNY’s Portfolio UPGD Stock Details UPGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-200
Closed -$8.58K – 366
2018
Q1 		$8.58K Buy
+200
New +$8.86K 0.01% 347

Other funds holding UPGD

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Winthrop Partners - WNY's UPGD Position: Q2 2018 in Review

Winthrop Partners - WNY sold out of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) in Q2 2018, closing a stake of 200 shares — an estimated $8.58K sold.

Winthrop Partners - WNY first reported a position in UPGD in Q1 2018 and held it in 1 quarter. The position peaked at $8.58K in Q1 2018. 21 funds tracked by Wall St. Rank hold UPGD as of Q2 2018.

  • Winthrop Partners - WNY reported no remaining Invesco Bloomberg Analyst Rating Improvers ETF position as of Q2 2018 after selling out during the quarter.
  • Winthrop Partners - WNY sold 200 Invesco Bloomberg Analyst Rating Improvers ETF shares in Q2 2018, an estimated $8.58K.
  • Winthrop Partners - WNY first reported a position in Invesco Bloomberg Analyst Rating Improvers ETF in Q1 2018 and held it in 1 quarter.
  • Winthrop Partners - WNY's Invesco Bloomberg Analyst Rating Improvers ETF position peaked at $8.58K in Q1 2018.
  • 21 funds tracked by Wall St. Rank held Invesco Bloomberg Analyst Rating Improvers ETF as of Q2 2018.

Based on Winthrop Partners - WNY's 13F filing for Q2 2018, filed 30 Jul 2018.