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Founders Capital Management (Texas)’s Invesco KBW Bank ETF KBWB Stock Holding History

Founders Capital Management (Texas)’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
2017
Q3 		– Sell
-400
Closed -$20K – 359
2017
Q2 		$20K Buy
400
+200
+100% +$9.46K 0.02% 204
2017
Q1 		$10K Buy
+200
New +$9.66K 0.01% 290

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Founders Capital Management (Texas)'s KBWB Position: Q3 2017 in Review

Founders Capital Management (Texas) sold out of Invesco KBW Bank ETF (KBWB) in Q3 2017, closing a stake of 400 shares — an estimated $20K sold.

Founders Capital Management (Texas) first reported a position in KBWB in Q1 2017 and held it in 2 quarters. The position peaked at $20K in Q2 2017. 70 funds tracked by Wall St. Rank hold KBWB as of Q3 2017.

  • Founders Capital Management (Texas) reported no remaining Invesco KBW Bank ETF position as of Q3 2017 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 400 Invesco KBW Bank ETF shares in Q3 2017, an estimated $20K.
  • Founders Capital Management (Texas) first reported a position in Invesco KBW Bank ETF in Q1 2017 and held it in 2 quarters.
  • Founders Capital Management (Texas)'s Invesco KBW Bank ETF position peaked at $20K in Q2 2017.
  • 70 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2017.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2017, filed 17 Oct 2017.