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Cypress Capital Management (Wyoming)’s Invesco Large Cap Growth ETF PWB Stock Holding History

Cypress Capital Management (Wyoming)’s Portfolio PWB Stock Details PWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-583
Closed -$24K – 328
2017
Q4 		$24K Buy
+583
New +$23.6K 0.03% 195

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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cypress Capital Management (Wyoming)'s PWB Position: Q1 2018 in Review

Cypress Capital Management (Wyoming) sold out of Invesco Large Cap Growth ETF (PWB) in Q1 2018, closing a stake of 583 shares — an estimated $24K sold.

Cypress Capital Management (Wyoming) first reported a position in PWB in Q4 2017 and held it in 1 quarter. The position peaked at $24K in Q4 2017. 89 funds tracked by Wall St. Rank hold PWB as of Q1 2018.

  • Cypress Capital Management (Wyoming) reported no remaining Invesco Large Cap Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Cypress Capital Management (Wyoming) sold 583 Invesco Large Cap Growth ETF shares in Q1 2018, an estimated $24K.
  • Cypress Capital Management (Wyoming) first reported a position in Invesco Large Cap Growth ETF in Q4 2017 and held it in 1 quarter.
  • Cypress Capital Management (Wyoming)'s Invesco Large Cap Growth ETF position peaked at $24K in Q4 2017.
  • 89 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2018.

Based on Cypress Capital Management (Wyoming)'s 13F filing for Q1 2018, filed 3 May 2018.