Bedel Financial Consulting’s Invesco Building & Construction ETF PKB Stock Holding History

Bedel Financial Consulting’s Portfolio PKB Stock Details PKB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-530	Closed	-$13K	–	718
2018 Q4	$13K	Hold	530	–	–	0.01%	423
2018 Q3	$14K	Hold	530	–	–	0.01%	434
2018 Q2	$16K	Hold	530	–	–	0.01%	410
2018 Q1	$17K	Buy	+530	New	+$17.5K	0.01%	408

Other funds holding PKB

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bedel Financial Consulting's PKB Position: Q1 2019 in Review

Bedel Financial Consulting sold out of Invesco Building & Construction ETF (PKB) in Q1 2019, closing a stake of 530 shares — an estimated $13K sold.

Bedel Financial Consulting first reported a position in PKB in Q1 2018 and held it in 4 quarters. The position peaked at $17K in Q1 2018. 49 funds tracked by Wall St. Rank hold PKB as of Q1 2019.

Bedel Financial Consulting reported no remaining Invesco Building & Construction ETF position as of Q1 2019 after selling out during the quarter.
Bedel Financial Consulting sold 530 Invesco Building & Construction ETF shares in Q1 2019, an estimated $13K.
Bedel Financial Consulting first reported a position in Invesco Building & Construction ETF in Q1 2018 and held it in 4 quarters.
Bedel Financial Consulting's Invesco Building & Construction ETF position peaked at $17K in Q1 2018.
49 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q1 2019.

Based on Bedel Financial Consulting's 13F filing for Q1 2019, filed 2 May 2019.