CI
KBWP icon

Cavalier Investments’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Cavalier Investments’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
2016
Q1 		– Sell
-69,683
Closed -$3.35M – 119
2015
Q4 		$3.35M Buy
+69,683
New +$3.34M 1.99% 6

Other funds holding KBWP

JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cavalier Investments's KBWP Position: Q1 2016 in Review

Cavalier Investments sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2016, closing a stake of 69,683 shares — an estimated $3.35M sold.

Cavalier Investments first reported a position in KBWP in Q4 2015 and held it in 1 quarter. The position peaked at $3.35M in Q4 2015. 27 funds tracked by Wall St. Rank hold KBWP as of Q1 2016.

  • Cavalier Investments reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2016 after selling out during the quarter.
  • Cavalier Investments sold 69,683 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2016, an estimated $3.35M.
  • Cavalier Investments first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q4 2015 and held it in 1 quarter.
  • Cavalier Investments's Invesco KBW Property & Casualty Insurance ETF position peaked at $3.35M in Q4 2015.
  • 27 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2016.

Based on Cavalier Investments's 13F filing for Q1 2016, filed 13 May 2016.