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Capital Asset Advisory Services’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Capital Asset Advisory Services’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
2020
Q1 		– Sell
-108
Closed -$8K – 576
2019
Q4 		$8K Buy
+108
New +$7.66K ﹤0.01% 519

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Jane Street
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Susquehanna International Group
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Asset Advisory Services's KBWP Position: Q1 2020 in Review

Capital Asset Advisory Services sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2020, closing a stake of 108 shares — an estimated $8K sold.

Capital Asset Advisory Services first reported a position in KBWP in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 35 funds tracked by Wall St. Rank hold KBWP as of Q1 2020.

  • Capital Asset Advisory Services reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2020 after selling out during the quarter.
  • Capital Asset Advisory Services sold 108 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2020, an estimated $8K.
  • Capital Asset Advisory Services first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2019 and held it in 1 quarter.
  • Capital Asset Advisory Services's Invesco KBW Property & Casualty Insurance ETF position peaked at $8K in Q4 2019.
  • 35 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2020.

Based on Capital Asset Advisory Services's 13F filing for Q1 2020, filed 18 May 2020.