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First Command Bank’s Invesco Large Cap Value ETF PWV Stock Holding History

First Command Bank’s Portfolio PWV Stock Details PWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-213
Closed -$8K – 420
2017
Q3 		$8K Buy
+213
New +$7.77K 0.01% 351

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WA
WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

First Command Bank's PWV Position: Q4 2017 in Review

First Command Bank sold out of Invesco Large Cap Value ETF (PWV) in Q4 2017, closing a stake of 213 shares — an estimated $8K sold.

First Command Bank first reported a position in PWV in Q3 2017 and held it in 1 quarter. The position peaked at $8K in Q3 2017. 116 funds tracked by Wall St. Rank hold PWV as of Q4 2017.

  • First Command Bank reported no remaining Invesco Large Cap Value ETF position as of Q4 2017 after selling out during the quarter.
  • First Command Bank sold 213 Invesco Large Cap Value ETF shares in Q4 2017, an estimated $8K.
  • First Command Bank first reported a position in Invesco Large Cap Value ETF in Q3 2017 and held it in 1 quarter.
  • First Command Bank's Invesco Large Cap Value ETF position peaked at $8K in Q3 2017.
  • 116 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q4 2017.

Based on First Command Bank's 13F filing for Q4 2017, filed 12 Jan 2018.