BCM
KBWP icon

Barometer Capital Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Barometer Capital Management’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
-9,000
Closed -$433K – 179
2015
Q4 		$433K Buy
+9,000
New +$431K 0.04% 110

Other funds holding KBWP

JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
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

Barometer Capital Management's KBWP Position: Q1 2016 in Review

Barometer Capital Management sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2016, closing a stake of 9,000 shares — an estimated $433K sold.

Barometer Capital Management first reported a position in KBWP in Q4 2015 and held it in 1 quarter. The position peaked at $433K in Q4 2015. 27 funds tracked by Wall St. Rank hold KBWP as of Q1 2016.

  • Barometer Capital Management reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2016 after selling out during the quarter.
  • Barometer Capital Management sold 9,000 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2016, an estimated $433K.
  • Barometer Capital Management first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2015 and held it in 1 quarter.
  • Barometer Capital Management's Invesco KBW Property & Casualty Insurance ETF position peaked at $433K in Q4 2015.
  • 27 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2016.

Based on Barometer Capital Management's 13F filing for Q1 2016, filed 9 May 2016.