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Citizens Financial Group’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

Citizens Financial Group’s Portfolio KBWD Stock Details KBWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-603
Closed -$13K – 1170
2019
Q4 		$13K Buy
+603
New +$12.9K ﹤0.01% 700

Other funds holding KBWD

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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
MGWM
Marks Group Wealth Management Minnetonka, Minnesota $1.04B AUM 8.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Citizens Financial Group's KBWD Position: Q1 2020 in Review

Citizens Financial Group sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q1 2020, closing a stake of 603 shares — an estimated $13K sold.

Citizens Financial Group first reported a position in KBWD in Q4 2019 and held it in 1 quarter. The position peaked at $13K in Q4 2019. 54 funds tracked by Wall St. Rank hold KBWD as of Q1 2020.

  • Citizens Financial Group reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q1 2020 after selling out during the quarter.
  • Citizens Financial Group sold 603 Invesco KBW High Dividend Yield Financial ETF shares in Q1 2020, an estimated $13K.
  • Citizens Financial Group first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q4 2019 and held it in 1 quarter.
  • Citizens Financial Group's Invesco KBW High Dividend Yield Financial ETF position peaked at $13K in Q4 2019.
  • 54 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q1 2020.

Based on Citizens Financial Group's 13F filing for Q1 2020, filed 8 May 2020.