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Doyle Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Doyle Wealth Management’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
2019
Q1 		– Sell
-105
Closed -$5K – 476
2018
Q4 		$5K Buy
+105
New +$5.26K ﹤0.01% 718

Other funds holding KBWB

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Doyle Wealth Management's KBWB Position: Q1 2019 in Review

Doyle Wealth Management sold out of Invesco KBW Bank ETF (KBWB) in Q1 2019, closing a stake of 105 shares — an estimated $5K sold.

Doyle Wealth Management first reported a position in KBWB in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 88 funds tracked by Wall St. Rank hold KBWB as of Q1 2019.

  • Doyle Wealth Management reported no remaining Invesco KBW Bank ETF position as of Q1 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 105 Invesco KBW Bank ETF shares in Q1 2019, an estimated $5K.
  • Doyle Wealth Management first reported a position in Invesco KBW Bank ETF in Q4 2018 and held it in 1 quarter.
  • Doyle Wealth Management's Invesco KBW Bank ETF position peaked at $5K in Q4 2018.
  • 88 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.