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Ausdal Financial Partners’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Ausdal Financial Partners’s Portfolio KBWY Stock Details KBWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-140
Closed -$4K – 656
2015
Q4 		$4K Buy
+140
New +$4.33K ﹤0.01% 1125

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GI
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Bank of America
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Goldman Sachs
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AHC
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Cambridge Investment Research Advisors
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VFS
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ausdal Financial Partners's KBWY Position: Q1 2016 in Review

Ausdal Financial Partners sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q1 2016, closing a stake of 140 shares — an estimated $4K sold.

Ausdal Financial Partners first reported a position in KBWY in Q4 2015 and held it in 1 quarter. The position peaked at $4K in Q4 2015. 37 funds tracked by Wall St. Rank hold KBWY as of Q1 2016.

  • Ausdal Financial Partners reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q1 2016 after selling out during the quarter.
  • Ausdal Financial Partners sold 140 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2016, an estimated $4K.
  • Ausdal Financial Partners first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2015 and held it in 1 quarter.
  • Ausdal Financial Partners's Invesco KBW Premium Yield Equity REIT ETF position peaked at $4K in Q4 2015.
  • 37 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2016.

Based on Ausdal Financial Partners's 13F filing for Q1 2016, filed 5 May 2016.