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Genesee Capital Advisors’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Genesee Capital Advisors’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
2019
Q2 		– Sell
-4,827
Closed -$148K – 88
2019
Q1 		$148K Buy
4,827
+82
+2% +$2.51K 0.18% 60
2018
Q4 		$128K Buy
+4,745
New +$146K 0.21% 46

Other funds holding KBWY

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Genesee Capital Advisors's KBWY Position: Q2 2019 in Review

Genesee Capital Advisors sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q2 2019, closing a stake of 4,827 shares — an estimated $148K sold.

Genesee Capital Advisors first reported a position in KBWY in Q4 2018 and held it in 2 quarters. The position peaked at $148K in Q1 2019. 66 funds tracked by Wall St. Rank hold KBWY as of Q2 2019.

  • Genesee Capital Advisors reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q2 2019 after selling out during the quarter.
  • Genesee Capital Advisors sold 4,827 Invesco KBW Premium Yield Equity REIT ETF shares in Q2 2019, an estimated $148K.
  • Genesee Capital Advisors first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q4 2018 and held it in 2 quarters.
  • Genesee Capital Advisors's Invesco KBW Premium Yield Equity REIT ETF position peaked at $148K in Q1 2019.
  • 66 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2019.

Based on Genesee Capital Advisors's 13F filing for Q2 2019, filed 19 Jul 2019.