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Bellwether Investment Group’s Invesco Building & Construction ETF PKB Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-175
Closed -$5K – 468
2017
Q1 		$5K Hold
175
– – 0.01% 622
2016
Q4 		$5K Buy
+175
New +$4.68K ﹤0.01% 785

Other funds holding PKB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bellwether Investment Group's PKB Position: Q2 2017 in Review

Bellwether Investment Group sold out of Invesco Building & Construction ETF (PKB) in Q2 2017, closing a stake of 175 shares — an estimated $5K sold.

Bellwether Investment Group first reported a position in PKB in Q4 2016 and held it in 2 quarters. The position peaked at $5K in Q1 2017. 64 funds tracked by Wall St. Rank hold PKB as of Q2 2017.

  • Bellwether Investment Group reported no remaining Invesco Building & Construction ETF position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 175 Invesco Building & Construction ETF shares in Q2 2017, an estimated $5K.
  • Bellwether Investment Group first reported a position in Invesco Building & Construction ETF in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Invesco Building & Construction ETF position peaked at $5K in Q1 2017.
  • 64 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.