YMRC
IFLN

Yorktown Management & Research Company’s Invesco Bloomberg Enhanced Fallen Angels ETF IFLN Stock Holding History

Yorktown Management & Research Company’s Portfolio IFLN Stock Details IFLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-15,300
Closed -$272K – 439
2015
Q3 		$272K Hold
15,300
– – 0.05% 277
2015
Q2 		$285K Buy
+15,300
New +$290K 0.05% 277

Other funds holding IFLN

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 13.68% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Yorktown Management & Research Company's IFLN Position: Q4 2015 in Review

Yorktown Management & Research Company sold out of Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) in Q4 2015, closing a stake of 15,300 shares — an estimated $272K sold.

Yorktown Management & Research Company first reported a position in IFLN in Q2 2015 and held it in 2 quarters. The position peaked at $285K in Q2 2015. 110 funds tracked by Wall St. Rank hold IFLN as of Q4 2015.

  • Yorktown Management & Research Company reported no remaining Invesco Bloomberg Enhanced Fallen Angels ETF position as of Q4 2015 after selling out during the quarter.
  • Yorktown Management & Research Company sold 15,300 Invesco Bloomberg Enhanced Fallen Angels ETF shares in Q4 2015, an estimated $272K.
  • Yorktown Management & Research Company first reported a position in Invesco Bloomberg Enhanced Fallen Angels ETF in Q2 2015 and held it in 2 quarters.
  • Yorktown Management & Research Company's Invesco Bloomberg Enhanced Fallen Angels ETF position peaked at $285K in Q2 2015.
  • 110 funds tracked by Wall St. Rank held Invesco Bloomberg Enhanced Fallen Angels ETF as of Q4 2015.

Based on Yorktown Management & Research Company's 13F filing for Q4 2015, filed 27 Jan 2016.