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Allegis Investment Advisors’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Allegis Investment Advisors’s Portfolio KBWP Stock Details KBWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-34
Closed -$2K – 581
2015
Q4 		$2K Buy
+34
New +$1.63K ﹤0.01% 995

Other funds holding KBWP

JCM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 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
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Allegis Investment Advisors's KBWP Position: Q1 2016 in Review

Allegis Investment Advisors sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2016, closing a stake of 34 shares — an estimated $2K sold.

Allegis Investment Advisors first reported a position in KBWP in Q4 2015 and held it in 1 quarter. The position peaked at $2K in Q4 2015. 27 funds tracked by Wall St. Rank hold KBWP as of Q1 2016.

  • Allegis Investment Advisors reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 34 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2016, an estimated $2K.
  • Allegis Investment Advisors first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's Invesco KBW Property & Casualty Insurance ETF position peaked at $2K in Q4 2015.
  • 27 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.