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Crow Point Partners’s Invesco KBW Bank ETF KBWB Stock Holding History

Crow Point Partners’s Portfolio KBWB Stock Details KBWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-8,972
Closed -$498K – 271
2017
Q4 		$498K Buy
+8,972
New +$474K 0.08% 97

Other funds holding KBWB

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Crow Point Partners's KBWB Position: Q1 2018 in Review

Crow Point Partners sold out of Invesco KBW Bank ETF (KBWB) in Q1 2018, closing a stake of 8,972 shares — an estimated $498K sold.

Crow Point Partners first reported a position in KBWB in Q4 2017 and held it in 1 quarter. The position peaked at $498K in Q4 2017. 99 funds tracked by Wall St. Rank hold KBWB as of Q1 2018.

  • Crow Point Partners reported no remaining Invesco KBW Bank ETF position as of Q1 2018 after selling out during the quarter.
  • Crow Point Partners sold 8,972 Invesco KBW Bank ETF shares in Q1 2018, an estimated $498K.
  • Crow Point Partners first reported a position in Invesco KBW Bank ETF in Q4 2017 and held it in 1 quarter.
  • Crow Point Partners's Invesco KBW Bank ETF position peaked at $498K in Q4 2017.
  • 99 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2018.

Based on Crow Point Partners's 13F filing for Q1 2018, filed 10 Apr 2018.