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Woodmont Investment Counsel’s Invesco S&P Emerging Markets Low Volatility ETF EELV Stock Holding History

Woodmont Investment Counsel’s Portfolio EELV Stock Details EELV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-500
Closed -$10K – 528
2015
Q4 		$10K Hold
500
– – ﹤0.01% 423
2015
Q3 		$10K Buy
+500
New +$11.4K ﹤0.01% 425

Other funds holding EELV

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Woodmont Investment Counsel's EELV Position: Q1 2016 in Review

Woodmont Investment Counsel sold out of Invesco S&P Emerging Markets Low Volatility ETF (EELV) in Q1 2016, closing a stake of 500 shares — an estimated $10K sold.

Woodmont Investment Counsel first reported a position in EELV in Q3 2015 and held it in 2 quarters. The position peaked at $10K in Q4 2015. 36 funds tracked by Wall St. Rank hold EELV as of Q1 2016.

  • Woodmont Investment Counsel reported no remaining Invesco S&P Emerging Markets Low Volatility ETF position as of Q1 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 500 Invesco S&P Emerging Markets Low Volatility ETF shares in Q1 2016, an estimated $10K.
  • Woodmont Investment Counsel first reported a position in Invesco S&P Emerging Markets Low Volatility ETF in Q3 2015 and held it in 2 quarters.
  • Woodmont Investment Counsel's Invesco S&P Emerging Markets Low Volatility ETF position peaked at $10K in Q4 2015.
  • 36 funds tracked by Wall St. Rank held Invesco S&P Emerging Markets Low Volatility ETF as of Q1 2016.

Based on Woodmont Investment Counsel's 13F filing for Q1 2016, filed 16 May 2016.