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Banque Pictet & Cie’s Invesco S&P 500 Top 50 ETF XLG Stock Holding History

Banque Pictet & Cie’s Portfolio XLG Stock Details XLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-10,000
Closed -$212K – 368
2019
Q3 		$212K Hold
10,000
– – ﹤0.01% 325
2019
Q2 		$210K Hold
10,000
– – ﹤0.01% 318
2019
Q1 		$203K Buy
+10,000
New +$194K ﹤0.01% 316

Other funds holding XLG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Banque Pictet & Cie's XLG Position: Q4 2019 in Review

Banque Pictet & Cie sold out of Invesco S&P 500 Top 50 ETF (XLG) in Q4 2019, closing a stake of 10,000 shares — an estimated $212K sold.

Banque Pictet & Cie first reported a position in XLG in Q1 2019 and held it in 3 quarters. The position peaked at $212K in Q3 2019. 123 funds tracked by Wall St. Rank hold XLG as of Q4 2019.

  • Banque Pictet & Cie reported no remaining Invesco S&P 500 Top 50 ETF position as of Q4 2019 after selling out during the quarter.
  • Banque Pictet & Cie sold 10,000 Invesco S&P 500 Top 50 ETF shares in Q4 2019, an estimated $212K.
  • Banque Pictet & Cie first reported a position in Invesco S&P 500 Top 50 ETF in Q1 2019 and held it in 3 quarters.
  • Banque Pictet & Cie's Invesco S&P 500 Top 50 ETF position peaked at $212K in Q3 2019.
  • 123 funds tracked by Wall St. Rank held Invesco S&P 500 Top 50 ETF as of Q4 2019.

Based on Banque Pictet & Cie's 13F filing for Q4 2019, filed 3 Feb 2020.