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Intersect Capital’s Invesco Large Cap Growth ETF PWB Stock Holding History

Intersect Capital’s Portfolio PWB Stock Details PWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-3,197
Closed -$96K – 303
2015
Q1 		$96K Sell
3,197
-59
-2% -$1.76K 0.07% 122
2014
Q4 		$95K Buy
+3,256
New +$91.5K 0.08% 131

Other funds holding PWB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Intersect Capital's PWB Position: Q2 2015 in Review

Intersect Capital sold out of Invesco Large Cap Growth ETF (PWB) in Q2 2015, closing a stake of 3,197 shares — an estimated $96K sold.

Intersect Capital first reported a position in PWB in Q4 2014 and held it in 2 quarters. The position peaked at $96K in Q1 2015. 50 funds tracked by Wall St. Rank hold PWB as of Q2 2015.

  • Intersect Capital reported no remaining Invesco Large Cap Growth ETF position as of Q2 2015 after selling out during the quarter.
  • Intersect Capital sold 3,197 Invesco Large Cap Growth ETF shares in Q2 2015, an estimated $96K.
  • Intersect Capital first reported a position in Invesco Large Cap Growth ETF in Q4 2014 and held it in 2 quarters.
  • Intersect Capital's Invesco Large Cap Growth ETF position peaked at $96K in Q1 2015.
  • 50 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2015.

Based on Intersect Capital's 13F filing for Q2 2015, filed 3 Aug 2015.