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Calton & Associates’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Calton & Associates’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
Q1 		– Sell
-501
Closed -$30K – 854
2017
Q4 		$30K Buy
+501
New +$29.8K 0.01% 805

Other funds holding KBWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFBTD
MB Financial Bank - Trust Department Rosemont, Illinois $816M AUM 5.49% 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

Calton & Associates's KBWP Position: Q1 2018 in Review

Calton & Associates sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2018, closing a stake of 501 shares — an estimated $30K sold.

Calton & Associates first reported a position in KBWP in Q4 2017 and held it in 1 quarter. The position peaked at $30K in Q4 2017. 31 funds tracked by Wall St. Rank hold KBWP as of Q1 2018.

  • Calton & Associates reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 501 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2018, an estimated $30K.
  • Calton & Associates first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Invesco KBW Property & Casualty Insurance ETF position peaked at $30K in Q4 2017.
  • 31 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.