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Gary Goldberg Planning Services’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Gary Goldberg Planning Services’s Portfolio KBWY Stock Details KBWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-125
Closed -$4K – 473
2014
Q3 		$4K Buy
+125
New +$4.1K ﹤0.01% 427

Other funds holding KBWY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Gary Goldberg Planning Services's KBWY Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q4 2014, closing a stake of 125 shares — an estimated $4K sold.

Gary Goldberg Planning Services first reported a position in KBWY in Q3 2014 and held it in 1 quarter. The position peaked at $4K in Q3 2014. 37 funds tracked by Wall St. Rank hold KBWY as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 125 Invesco KBW Premium Yield Equity REIT ETF shares in Q4 2014, an estimated $4K.
  • Gary Goldberg Planning Services first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q3 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Invesco KBW Premium Yield Equity REIT ETF position peaked at $4K in Q3 2014.
  • 37 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.