HCIA
RWW

Hochman Cole Investment Advisors’s Invesco S&P Financials Revenue ETF RWW Stock Holding History

Hochman Cole Investment Advisors’s Portfolio RWW Stock Details RWW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-5,048
Closed -$243K – 82
2015
Q4 		$243K Buy
+5,048
New +$244K 0.21% 66

Other funds holding RWW

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 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
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 12.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WEC
Winslow Evans & Crocker Boston, Massachusetts $528M AUM 30.99% 1-Year Est. Return

Hochman Cole Investment Advisors's RWW Position: Q1 2016 in Review

Hochman Cole Investment Advisors sold out of Invesco S&P Financials Revenue ETF (RWW) in Q1 2016, closing a stake of 5,048 shares — an estimated $243K sold.

Hochman Cole Investment Advisors first reported a position in RWW in Q4 2015 and held it in 1 quarter. The position peaked at $243K in Q4 2015. 12 funds tracked by Wall St. Rank hold RWW as of Q1 2016.

  • Hochman Cole Investment Advisors reported no remaining Invesco S&P Financials Revenue ETF position as of Q1 2016 after selling out during the quarter.
  • Hochman Cole Investment Advisors sold 5,048 Invesco S&P Financials Revenue ETF shares in Q1 2016, an estimated $243K.
  • Hochman Cole Investment Advisors first reported a position in Invesco S&P Financials Revenue ETF in Q4 2015 and held it in 1 quarter.
  • Hochman Cole Investment Advisors's Invesco S&P Financials Revenue ETF position peaked at $243K in Q4 2015.
  • 12 funds tracked by Wall St. Rank held Invesco S&P Financials Revenue ETF as of Q1 2016.

Based on Hochman Cole Investment Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.