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Global Financial Private Capital’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Global Financial Private Capital’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
2017
Q4 		– Sell
-35,442
Closed -$1.33M – 550
2017
Q3 		$1.33M Buy
+35,442
New +$1.31M 0.05% 221

Other funds holding KBWY

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return

Global Financial Private Capital's KBWY Position: Q4 2017 in Review

Global Financial Private Capital sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q4 2017, closing a stake of 35,442 shares — an estimated $1.33M sold.

Global Financial Private Capital first reported a position in KBWY in Q3 2017 and held it in 1 quarter. The position peaked at $1.33M in Q3 2017. 60 funds tracked by Wall St. Rank hold KBWY as of Q4 2017.

  • Global Financial Private Capital reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q4 2017 after selling out during the quarter.
  • Global Financial Private Capital sold 35,442 Invesco KBW Premium Yield Equity REIT ETF shares in Q4 2017, an estimated $1.33M.
  • Global Financial Private Capital first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q3 2017 and held it in 1 quarter.
  • Global Financial Private Capital's Invesco KBW Premium Yield Equity REIT ETF position peaked at $1.33M in Q3 2017.
  • 60 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q4 2017.

Based on Global Financial Private Capital's 13F filing for Q4 2017, filed 8 Feb 2018.