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Heritage Wealth Advisors’s Invesco Building & Construction ETF PKB Stock Holding History

Heritage Wealth Advisors’s Portfolio PKB Stock Details PKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-700
Closed -$20K – 407
2018
Q3 		$20K Buy
+700
New +$21.6K ﹤0.01% 263

Other funds holding PKB

MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Heritage Wealth Advisors's PKB Position: Q4 2018 in Review

Heritage Wealth Advisors sold out of Invesco Building & Construction ETF (PKB) in Q4 2018, closing a stake of 700 shares — an estimated $20K sold.

Heritage Wealth Advisors first reported a position in PKB in Q3 2018 and held it in 1 quarter. The position peaked at $20K in Q3 2018. 48 funds tracked by Wall St. Rank hold PKB as of Q4 2018.

  • Heritage Wealth Advisors reported no remaining Invesco Building & Construction ETF position as of Q4 2018 after selling out during the quarter.
  • Heritage Wealth Advisors sold 700 Invesco Building & Construction ETF shares in Q4 2018, an estimated $20K.
  • Heritage Wealth Advisors first reported a position in Invesco Building & Construction ETF in Q3 2018 and held it in 1 quarter.
  • Heritage Wealth Advisors's Invesco Building & Construction ETF position peaked at $20K in Q3 2018.
  • 48 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q4 2018.

Based on Heritage Wealth Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.