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Gemmer Asset Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

Gemmer Asset Management’s Portfolio PWB Stock Details PWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-448
Closed -$13K – 1469
2014
Q1 		$13K Buy
+448
New +$11.7K 0.01% 461

Other funds holding PWB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gemmer Asset Management's PWB Position: Q2 2014 in Review

Gemmer Asset Management sold out of Invesco Large Cap Growth ETF (PWB) in Q2 2014, closing a stake of 448 shares — an estimated $13K sold.

Gemmer Asset Management first reported a position in PWB in Q1 2014 and held it in 1 quarter. The position peaked at $13K in Q1 2014. 42 funds tracked by Wall St. Rank hold PWB as of Q2 2014.

  • Gemmer Asset Management reported no remaining Invesco Large Cap Growth ETF position as of Q2 2014 after selling out during the quarter.
  • Gemmer Asset Management sold 448 Invesco Large Cap Growth ETF shares in Q2 2014, an estimated $13K.
  • Gemmer Asset Management first reported a position in Invesco Large Cap Growth ETF in Q1 2014 and held it in 1 quarter.
  • Gemmer Asset Management's Invesco Large Cap Growth ETF position peaked at $13K in Q1 2014.
  • 42 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2014.

Based on Gemmer Asset Management's 13F filing for Q2 2014, filed 13 Aug 2014.