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Capital Guardian Trust’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Capital Guardian Trust’s Portfolio PPA Stock Details PPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-862
Closed -$53K – 411
2018
Q3 		$53K Buy
+862
New +$50.6K ﹤0.01% 332

Other funds holding PPA

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Capital Guardian Trust's PPA Position: Q4 2018 in Review

Capital Guardian Trust sold out of Invesco Aerospace & Defense ETF (PPA) in Q4 2018, closing a stake of 862 shares — an estimated $53K sold.

Capital Guardian Trust first reported a position in PPA in Q3 2018 and held it in 1 quarter. The position peaked at $53K in Q3 2018. 120 funds tracked by Wall St. Rank hold PPA as of Q4 2018.

  • Capital Guardian Trust reported no remaining Invesco Aerospace & Defense ETF position as of Q4 2018 after selling out during the quarter.
  • Capital Guardian Trust sold 862 Invesco Aerospace & Defense ETF shares in Q4 2018, an estimated $53K.
  • Capital Guardian Trust first reported a position in Invesco Aerospace & Defense ETF in Q3 2018 and held it in 1 quarter.
  • Capital Guardian Trust's Invesco Aerospace & Defense ETF position peaked at $53K in Q3 2018.
  • 120 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q4 2018.

Based on Capital Guardian Trust's 13F filing for Q4 2018, filed 14 Feb 2019.