Creative Planning
KBWP icon

Creative Planning’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-120
Closed -$7K – 2843
2017
Q2 		$7K Buy
120
+20
+20% +$1.14K ﹤0.01% 3825
2017
Q1 		$6K Buy
+100
New +$5.67K ﹤0.01% 3877

Other funds holding KBWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MFBTD
MB Financial Bank - Trust Department Rosemont, Illinois $816M AUM 5.49% 1-Year Est. Return

Creative Planning's KBWP Position: Q3 2017 in Review

Creative Planning sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q3 2017, closing a stake of 120 shares — an estimated $7K sold.

Creative Planning first reported a position in KBWP in Q1 2017 and held it in 2 quarters. The position peaked at $7K in Q2 2017. 27 funds tracked by Wall St. Rank hold KBWP as of Q3 2017.

  • Creative Planning reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 120 Invesco KBW Property & Casualty Insurance ETF shares in Q3 2017, an estimated $7K.
  • Creative Planning first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2017 and held it in 2 quarters.
  • Creative Planning's Invesco KBW Property & Casualty Insurance ETF position peaked at $7K in Q2 2017.
  • 27 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.