Benjamin F. Edwards & Company’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Benjamin F. Edwards & Company’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
2018 Q4	–	Sell	-35	Closed	-$2K	–	1731
2018 Q3	$2K	Hold	35	–	–	﹤0.01%	1522
2018 Q2	$2K	Hold	35	–	–	﹤0.01%	1525
2018 Q1	$2K	Hold	35	–	–	﹤0.01%	1523
2017 Q4	$2K	Hold	35	–	–	﹤0.01%	1487
2017 Q3	$2K	Hold	35	–	–	﹤0.01%	1447
2017 Q2	$2K	Hold	35	–	–	﹤0.01%	1376
2017 Q1	$2K	Hold	35	–	–	﹤0.01%	1280
2016 Q4	$2K	Hold	35	–	–	﹤0.01%	1163
2016 Q3	$2K	Buy	+35	New	+$1.76K	﹤0.01%	1050
2013 Q3	–	Sell	-39	Closed	-$1K	–	848
2013 Q2	$1K	Buy	+39	New	+$1.37K	﹤0.01%	765

Other funds holding KBWP

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 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

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

MFBTD

MB Financial Bank - Trust Department Rosemont, Illinois $816M AUM 5.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Benjamin F. Edwards & Company's KBWP Position: Q4 2018 in Review

Benjamin F. Edwards & Company sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q4 2018, closing a stake of 35 shares — an estimated $2K sold.

Benjamin F. Edwards & Company first reported a position in KBWP in Q2 2013 and held it in 10 quarters. The position peaked at $2K in Q3 2018. 27 funds tracked by Wall St. Rank hold KBWP as of Q4 2018.

Benjamin F. Edwards & Company reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q4 2018 after selling out during the quarter.
Benjamin F. Edwards & Company sold 35 Invesco KBW Property & Casualty Insurance ETF shares in Q4 2018, an estimated $2K.
Benjamin F. Edwards & Company first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2013 and held it in 10 quarters.
Benjamin F. Edwards & Company's Invesco KBW Property & Casualty Insurance ETF position peaked at $2K in Q3 2018.
27 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q4 2018.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2018, filed 31 Jan 2019.