YHB Investment Advisors’s Invesco MSCI Sustainable Future ETF ERTH Stock Holding History

YHB Investment Advisors’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
2016 Q1	–	Sell	-12,865	Closed	-$378K	–	154
2015 Q4	$378K	Sell	12,865 -5,325	-29%	-$154K	0.09%	129
2015 Q3	$480K	Sell	18,190 -475	-3%	-$13.7K	0.11%	122
2015 Q2	$568K	Sell	18,665 -1,995	-10%	-$62K	0.12%	120
2015 Q1	$621K	Buy	20,660 +1,190	+6%	+$34.9K	0.14%	119
2014 Q4	$564K	Buy	19,470 +130	+0.7%	+$3.74K	0.13%	119
2014 Q3	$567K	Buy	19,340 +1,090	+6%	+$34K	0.14%	116
2014 Q2	$600K	Buy	18,250 +5,140	+39%	+$166K	0.14%	114
2014 Q1	$428K	Buy	+13,110	New	+$419K	0.11%	121

Other funds holding ERTH

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

EHC

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

YHB Investment Advisors's ERTH Position: Q1 2016 in Review

YHB Investment Advisors sold out of Invesco MSCI Sustainable Future ETF (ERTH) in Q1 2016, closing a stake of 12,865 shares — an estimated $378K sold.

YHB Investment Advisors first reported a position in ERTH in Q1 2014 and held it in 8 quarters. The position peaked at $621K in Q1 2015. 44 funds tracked by Wall St. Rank hold ERTH as of Q1 2016.

YHB Investment Advisors reported no remaining Invesco MSCI Sustainable Future ETF position as of Q1 2016 after selling out during the quarter.
YHB Investment Advisors sold 12,865 Invesco MSCI Sustainable Future ETF shares in Q1 2016, an estimated $378K.
YHB Investment Advisors first reported a position in Invesco MSCI Sustainable Future ETF in Q1 2014 and held it in 8 quarters.
YHB Investment Advisors's Invesco MSCI Sustainable Future ETF position peaked at $621K in Q1 2015.
44 funds tracked by Wall St. Rank held Invesco MSCI Sustainable Future ETF as of Q1 2016.

Based on YHB Investment Advisors's 13F filing for Q1 2016, filed 19 Apr 2016.