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Howe & Rusling’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Howe & Rusling’s Portfolio KBWP Stock Details KBWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-110
Closed -$6K – 845
2018
Q4 		$6K Buy
+110
New +$6.56K ﹤0.01% 512
2013
Q4 		– Sell
-260
Closed -$10K – 856
2013
Q3 		$10K Sell
260
-80
-24% -$2.87K ﹤0.01% 594
2013
Q2 		$12K Buy
+340
New +$12K ﹤0.01% 578

Other funds holding KBWP

MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MFBTD
MB Financial Bank - Trust Department Rosemont, Illinois $816M AUM 5.49% 1-Year Est. Return

Howe & Rusling's KBWP Position: Q1 2019 in Review

Howe & Rusling sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2019, closing a stake of 110 shares — an estimated $6K sold.

Howe & Rusling first reported a position in KBWP in Q2 2013 and held it in 3 quarters. The position peaked at $12K in Q2 2013. 30 funds tracked by Wall St. Rank hold KBWP as of Q1 2019.

  • Howe & Rusling reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2019 after selling out during the quarter.
  • Howe & Rusling sold 110 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2019, an estimated $6K.
  • Howe & Rusling first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2013 and held it in 3 quarters.
  • Howe & Rusling's Invesco KBW Property & Casualty Insurance ETF position peaked at $12K in Q2 2013.
  • 30 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2019.

Based on Howe & Rusling's 13F filing for Q1 2019, filed 29 Apr 2019.