Atria Investments
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Atria Investments’s Invesco Large Cap Growth ETF PWB Stock Holding History

Atria Investments’s Portfolio PWB Stock Details PWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-10,013
Closed -$344K – 785
2017
Q1 		$344K Buy
10,013
+3,414
+52% +$114K 0.02% 478
2016
Q4 		$211K Buy
+6,599
New +$208K 0.02% 587

Other funds holding PWB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BB&T Securities
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atria Investments's PWB Position: Q2 2017 in Review

Atria Investments sold out of Invesco Large Cap Growth ETF (PWB) in Q2 2017, closing a stake of 10,013 shares — an estimated $344K sold.

Atria Investments first reported a position in PWB in Q4 2016 and held it in 2 quarters. The position peaked at $344K in Q1 2017. 73 funds tracked by Wall St. Rank hold PWB as of Q2 2017.

  • Atria Investments reported no remaining Invesco Large Cap Growth ETF position as of Q2 2017 after selling out during the quarter.
  • Atria Investments sold 10,013 Invesco Large Cap Growth ETF shares in Q2 2017, an estimated $344K.
  • Atria Investments first reported a position in Invesco Large Cap Growth ETF in Q4 2016 and held it in 2 quarters.
  • Atria Investments's Invesco Large Cap Growth ETF position peaked at $344K in Q1 2017.
  • 73 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2017.

Based on Atria Investments's 13F filing for Q2 2017, filed 11 Jul 2017.