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CKW Financial Group’s Invesco BuyBack Achievers ETF PKW Stock Holding History

CKW Financial Group’s Portfolio PKW Stock Details PKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-300
Closed -$14K – 367
2014
Q2 		$14K Sell
300
-744
-71% -$32.6K 0.01% 263
2014
Q1 		$46K Buy
+1,044
New +$44.4K 0.02% 111

Other funds holding PKW

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

CKW Financial Group's PKW Position: Q3 2014 in Review

CKW Financial Group sold out of Invesco BuyBack Achievers ETF (PKW) in Q3 2014, closing a stake of 300 shares — an estimated $14K sold.

CKW Financial Group first reported a position in PKW in Q1 2014 and held it in 2 quarters. The position peaked at $46K in Q1 2014. 123 funds tracked by Wall St. Rank hold PKW as of Q3 2014.

  • CKW Financial Group reported no remaining Invesco BuyBack Achievers ETF position as of Q3 2014 after selling out during the quarter.
  • CKW Financial Group sold 300 Invesco BuyBack Achievers ETF shares in Q3 2014, an estimated $14K.
  • CKW Financial Group first reported a position in Invesco BuyBack Achievers ETF in Q1 2014 and held it in 2 quarters.
  • CKW Financial Group's Invesco BuyBack Achievers ETF position peaked at $46K in Q1 2014.
  • 123 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q3 2014.

Based on CKW Financial Group's 13F filing for Q3 2014, filed 13 Nov 2014.