Chevy Chase Trust
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Chevy Chase Trust’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Chevy Chase 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
2019
Q1 		– Sell
-168
Closed -$8K – 704
2018
Q4 		$8K Buy
+168
New +$9.27K ﹤0.01% 722

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Chevy Chase Trust's PPA Position: Q1 2019 in Review

Chevy Chase Trust sold out of Invesco Aerospace & Defense ETF (PPA) in Q1 2019, closing a stake of 168 shares — an estimated $8K sold.

Chevy Chase Trust first reported a position in PPA in Q4 2018 and held it in 1 quarter. The position peaked at $8K in Q4 2018. 124 funds tracked by Wall St. Rank hold PPA as of Q1 2019.

  • Chevy Chase Trust reported no remaining Invesco Aerospace & Defense ETF position as of Q1 2019 after selling out during the quarter.
  • Chevy Chase Trust sold 168 Invesco Aerospace & Defense ETF shares in Q1 2019, an estimated $8K.
  • Chevy Chase Trust first reported a position in Invesco Aerospace & Defense ETF in Q4 2018 and held it in 1 quarter.
  • Chevy Chase Trust's Invesco Aerospace & Defense ETF position peaked at $8K in Q4 2018.
  • 124 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2019.

Based on Chevy Chase Trust's 13F filing for Q1 2019, filed 13 May 2019.