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Brouwer & Janachowski’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Brouwer & Janachowski’s Portfolio KBWY Stock Details KBWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,440
Closed -$45K – 67
2014
Q1 		$45K Buy
+1,440
New +$44.1K 0.02% 71

Other funds holding KBWY

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Adell Harriman & Carpenter
Adell Harriman & Carpenter Houston, Texas $1.95B AUM 52.72% 1-Year Est. Return
UBS
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Cetera Advisors
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Brouwer & Janachowski's KBWY Position: Q2 2014 in Review

Brouwer & Janachowski sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q2 2014, closing a stake of 1,440 shares — an estimated $45K sold.

Brouwer & Janachowski first reported a position in KBWY in Q1 2014 and held it in 1 quarter. The position peaked at $45K in Q1 2014. 23 funds tracked by Wall St. Rank hold KBWY as of Q2 2014.

  • Brouwer & Janachowski reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q2 2014 after selling out during the quarter.
  • Brouwer & Janachowski sold 1,440 Invesco KBW Premium Yield Equity REIT ETF shares in Q2 2014, an estimated $45K.
  • Brouwer & Janachowski first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q1 2014 and held it in 1 quarter.
  • Brouwer & Janachowski's Invesco KBW Premium Yield Equity REIT ETF position peaked at $45K in Q1 2014.
  • 23 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2014.

Based on Brouwer & Janachowski's 13F filing for Q2 2014, filed 11 Aug 2014.