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Brinker Capital Investments’s Invesco International BuyBack Achievers ETF IPKW Stock Holding History

Brinker Capital Investments’s Portfolio IPKW Stock Details IPKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-311
Closed -$10K – 590
2017
Q2 		$10K Buy
+311
New +$9.89K ﹤0.01% 407

Other funds holding IPKW

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.22B AUM 24.65% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Brinker Capital Investments's IPKW Position: Q3 2017 in Review

Brinker Capital Investments sold out of Invesco International BuyBack Achievers ETF (IPKW) in Q3 2017, closing a stake of 311 shares — an estimated $10K sold.

Brinker Capital Investments first reported a position in IPKW in Q2 2017 and held it in 1 quarter. The position peaked at $10K in Q2 2017. 48 funds tracked by Wall St. Rank hold IPKW as of Q3 2017.

  • Brinker Capital Investments reported no remaining Invesco International BuyBack Achievers ETF position as of Q3 2017 after selling out during the quarter.
  • Brinker Capital Investments sold 311 Invesco International BuyBack Achievers ETF shares in Q3 2017, an estimated $10K.
  • Brinker Capital Investments first reported a position in Invesco International BuyBack Achievers ETF in Q2 2017 and held it in 1 quarter.
  • Brinker Capital Investments's Invesco International BuyBack Achievers ETF position peaked at $10K in Q2 2017.
  • 48 funds tracked by Wall St. Rank held Invesco International BuyBack Achievers ETF as of Q3 2017.

Based on Brinker Capital Investments's 13F filing for Q3 2017, filed 14 Nov 2017.