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Financial Advocates Investment Management’s Invesco Building & Construction ETF PKB Stock Holding History

Financial Advocates Investment Management’s Portfolio PKB Stock Details PKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-6,930
Closed -$240K – 524
2017
Q4 		$240K Buy
+6,930
New +$230K 0.03% 411

Other funds holding PKB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KFA
Kabarec Financial Advisors Palatine, Illinois $131M AUM

Financial Advocates Investment Management's PKB Position: Q1 2018 in Review

Financial Advocates Investment Management sold out of Invesco Building & Construction ETF (PKB) in Q1 2018, closing a stake of 6,930 shares — an estimated $240K sold.

Financial Advocates Investment Management first reported a position in PKB in Q4 2017 and held it in 1 quarter. The position peaked at $240K in Q4 2017. 67 funds tracked by Wall St. Rank hold PKB as of Q1 2018.

  • Financial Advocates Investment Management reported no remaining Invesco Building & Construction ETF position as of Q1 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,930 Invesco Building & Construction ETF shares in Q1 2018, an estimated $240K.
  • Financial Advocates Investment Management first reported a position in Invesco Building & Construction ETF in Q4 2017 and held it in 1 quarter.
  • Financial Advocates Investment Management's Invesco Building & Construction ETF position peaked at $240K in Q4 2017.
  • 67 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q1 2018.

Based on Financial Advocates Investment Management's 13F filing for Q1 2018, filed 11 May 2018.