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Godshalk Welsh Capital Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Godshalk Welsh Capital Management’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
2015
Q1 		– Sell
-500
Closed -$19K – 191
2014
Q4 		$19K Buy
+500
New +$18.5K 0.02% 242

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Royal Bank of Canada
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SCM
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Bank of America
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RJA
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BNP Paribas Financial Markets
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CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

Godshalk Welsh Capital Management's KBWB Position: Q1 2015 in Review

Godshalk Welsh Capital Management sold out of Invesco KBW Bank ETF (KBWB) in Q1 2015, closing a stake of 500 shares — an estimated $19K sold.

Godshalk Welsh Capital Management first reported a position in KBWB in Q4 2014 and held it in 1 quarter. The position peaked at $19K in Q4 2014. 33 funds tracked by Wall St. Rank hold KBWB as of Q1 2015.

  • Godshalk Welsh Capital Management reported no remaining Invesco KBW Bank ETF position as of Q1 2015 after selling out during the quarter.
  • Godshalk Welsh Capital Management sold 500 Invesco KBW Bank ETF shares in Q1 2015, an estimated $19K.
  • Godshalk Welsh Capital Management first reported a position in Invesco KBW Bank ETF in Q4 2014 and held it in 1 quarter.
  • Godshalk Welsh Capital Management's Invesco KBW Bank ETF position peaked at $19K in Q4 2014.
  • 33 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2015.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2015, filed 12 May 2015.