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Calton & Associates’s Invesco International Corporate Bond ETF PICB Stock Holding History

Calton & Associates’s Portfolio PICB Stock Details PICB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-554
Closed -$15K – 1022
2017
Q4 		$15K Buy
+554
New +$15K ﹤0.01% 960

Other funds holding PICB

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $488M AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Calton & Associates sold out of Invesco International Corporate Bond ETF (PICB) in Q1 2018, closing a stake of 554 shares — an estimated $15K sold.

Calton & Associates first reported a position in PICB in Q4 2017 and held it in 1 quarter. The position peaked at $15K in Q4 2017. 59 funds tracked by Wall St. Rank hold PICB as of Q1 2018.

  • Calton & Associates reported no remaining Invesco International Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 554 Invesco International Corporate Bond ETF shares in Q1 2018, an estimated $15K.
  • Calton & Associates first reported a position in Invesco International Corporate Bond ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Invesco International Corporate Bond ETF position peaked at $15K in Q4 2017.
  • 59 funds tracked by Wall St. Rank held Invesco International Corporate Bond ETF as of Q1 2018.

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