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Bay Colony Advisors’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

Bay Colony Advisors’s Portfolio IPKW Stock Details IPKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-9,966
Closed -$287K – 219
2018
Q4 		$287K Sell
9,966
-35,035
-78% -$1.09M 0.24% 103
2018
Q3 		$1.55M Buy
45,001
+6,070
+16% +$214K 1.19% 16
2018
Q2 		$1.4M Buy
+38,931
New +$1.47M 0.99% 17

Other funds holding IPKW

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.22B AUM 24.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Bay Colony Advisors's IPKW Position: Q1 2019 in Review

Bay Colony Advisors sold out of Invesco International BuyBack Achievers ETF (IPKW) in Q1 2019, closing a stake of 9,966 shares — an estimated $287K sold.

Bay Colony Advisors first reported a position in IPKW in Q2 2018 and held it in 3 quarters. The position peaked at $1.55M in Q3 2018. 61 funds tracked by Wall St. Rank hold IPKW as of Q1 2019.

  • Bay Colony Advisors reported no remaining Invesco International BuyBack Achievers ETF position as of Q1 2019 after selling out during the quarter.
  • Bay Colony Advisors sold 9,966 Invesco International BuyBack Achievers ETF shares in Q1 2019, an estimated $287K.
  • Bay Colony Advisors first reported a position in Invesco International BuyBack Achievers ETF in Q2 2018 and held it in 3 quarters.
  • Bay Colony Advisors's Invesco International BuyBack Achievers ETF position peaked at $1.55M in Q3 2018.
  • 61 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q1 2019.

Based on Bay Colony Advisors's 13F filing for Q1 2019, filed 30 Apr 2019.