Benson Investment Management Company’s Invesco Large Cap Value ETF PWV Stock Holding History

Benson Investment Management Company’s Portfolio PWV Stock Details PWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-3,341	Closed	-$122K	–	80
2018 Q1	$122K	Buy	+3,341	New	+$128K	0.1%	50
2017 Q4	–	Sell	-3,341	Closed	-$125K	–	83
2017 Q3	$125K	Hold	3,341	–	–	0.1%	58
2017 Q2	$121K	Hold	3,341	–	–	0.11%	57
2017 Q1	$118K	Hold	3,341	–	–	0.12%	54
2016 Q4	$113K	Buy	+3,341	New	+$108K	0.11%	56

Other funds holding PWV

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TFS

TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Benson Investment Management Company's PWV Position: Q2 2018 in Review

Benson Investment Management Company sold out of Invesco Large Cap Value ETF (PWV) in Q2 2018, closing a stake of 3,341 shares — an estimated $122K sold.

Benson Investment Management Company first reported a position in PWV in Q4 2016 and held it in 5 quarters. The position peaked at $125K in Q3 2017. 112 funds tracked by Wall St. Rank hold PWV as of Q2 2018.

Benson Investment Management Company reported no remaining Invesco Large Cap Value ETF position as of Q2 2018 after selling out during the quarter.
Benson Investment Management Company sold 3,341 Invesco Large Cap Value ETF shares in Q2 2018, an estimated $122K.
Benson Investment Management Company first reported a position in Invesco Large Cap Value ETF in Q4 2016 and held it in 5 quarters.
Benson Investment Management Company's Invesco Large Cap Value ETF position peaked at $125K in Q3 2017.
112 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q2 2018.

Based on Benson Investment Management Company's 13F filing for Q2 2018, filed 16 Jul 2018.