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Camarda Financial Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

Camarda Financial Advisors’s Portfolio PWB Stock Details PWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-643
Closed -$21K – 235
2016
Q4 		$21K Buy
+643
New +$20.3K 0.01% 164

Other funds holding PWB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Camarda Financial Advisors's PWB Position: Q1 2017 in Review

Camarda Financial Advisors sold out of Invesco Large Cap Growth ETF (PWB) in Q1 2017, closing a stake of 643 shares — an estimated $21K sold.

Camarda Financial Advisors first reported a position in PWB in Q4 2016 and held it in 1 quarter. The position peaked at $21K in Q4 2016. 67 funds tracked by Wall St. Rank hold PWB as of Q1 2017.

  • Camarda Financial Advisors reported no remaining Invesco Large Cap Growth ETF position as of Q1 2017 after selling out during the quarter.
  • Camarda Financial Advisors sold 643 Invesco Large Cap Growth ETF shares in Q1 2017, an estimated $21K.
  • Camarda Financial Advisors first reported a position in Invesco Large Cap Growth ETF in Q4 2016 and held it in 1 quarter.
  • Camarda Financial Advisors's Invesco Large Cap Growth ETF position peaked at $21K in Q4 2016.
  • 67 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2017.

Based on Camarda Financial Advisors's 13F filing for Q1 2017, filed 5 May 2017.