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Gradient Investments’s Invesco Large Cap Value ETF PWV Stock Holding History

Gradient Investments’s Portfolio PWV Stock Details PWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-489
Closed -$12K – 573
2013
Q2 		$12K Buy
+489
New +$12.4K ﹤0.01% 260

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Gradient Investments's PWV Position: Q3 2013 in Review

Gradient Investments sold out of Invesco Large Cap Value ETF (PWV) in Q3 2013, closing a stake of 489 shares — an estimated $12K sold.

Gradient Investments first reported a position in PWV in Q2 2013 and held it in 1 quarter. The position peaked at $12K in Q2 2013. 54 funds tracked by Wall St. Rank hold PWV as of Q3 2013.

  • Gradient Investments reported no remaining Invesco Large Cap Value ETF position as of Q3 2013 after selling out during the quarter.
  • Gradient Investments sold 489 Invesco Large Cap Value ETF shares in Q3 2013, an estimated $12K.
  • Gradient Investments first reported a position in Invesco Large Cap Value ETF in Q2 2013 and held it in 1 quarter.
  • Gradient Investments's Invesco Large Cap Value ETF position peaked at $12K in Q2 2013.
  • 54 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q3 2013.

Based on Gradient Investments's 13F filing for Q3 2013, filed 15 Oct 2013.