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Crosspoint Capital Strategies’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Crosspoint Capital Strategies’s Portfolio KBWY Stock Details KBWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-250
Closed -$9K – 498
2015
Q4 		$9K Buy
+250
New +$7.74K ﹤0.01% 711

Other funds holding KBWY

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Crosspoint Capital Strategies's KBWY Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q1 2016, closing a stake of 250 shares — an estimated $9K sold.

Crosspoint Capital Strategies first reported a position in KBWY in Q4 2015 and held it in 1 quarter. The position peaked at $9K in Q4 2015. 37 funds tracked by Wall St. Rank hold KBWY as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 250 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2016, an estimated $9K.
  • Crosspoint Capital Strategies first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's Invesco KBW Premium Yield Equity REIT ETF position peaked at $9K in Q4 2015.
  • 37 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.