BCA
PWB icon

Bay Colony Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

Bay Colony Advisors’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
2018
Q3 		– Sell
-168
Closed -$8K – 723
2018
Q2 		$8K Buy
+168
New +$7.49K 0.01% 690

Other funds holding PWB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Bay Colony Advisors's PWB Position: Q3 2018 in Review

Bay Colony Advisors sold out of Invesco Large Cap Growth ETF (PWB) in Q3 2018, closing a stake of 168 shares — an estimated $8K sold.

Bay Colony Advisors first reported a position in PWB in Q2 2018 and held it in 1 quarter. The position peaked at $8K in Q2 2018. 93 funds tracked by Wall St. Rank hold PWB as of Q3 2018.

  • Bay Colony Advisors reported no remaining Invesco Large Cap Growth ETF position as of Q3 2018 after selling out during the quarter.
  • Bay Colony Advisors sold 168 Invesco Large Cap Growth ETF shares in Q3 2018, an estimated $8K.
  • Bay Colony Advisors first reported a position in Invesco Large Cap Growth ETF in Q2 2018 and held it in 1 quarter.
  • Bay Colony Advisors's Invesco Large Cap Growth ETF position peaked at $8K in Q2 2018.
  • 93 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2018.

Based on Bay Colony Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.