IE
PWV icon

Israel Englander’s Invesco Large Cap Value ETF PWV Stock Holding History

Israel Englander’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
2016
Q4 		– Sell
-17,990
Closed -$566K – 3645
2016
Q3 		$566K Sell
17,990
-6,249
-26% -$197K ﹤0.01% 2537
2016
Q2 		$747K Buy
24,239
+10,378
+75% +$314K ﹤0.01% 2297
2016
Q1 		$417K Buy
13,861
+979
+8% +$27.7K ﹤0.01% 2612
2015
Q4 		$375K Buy
+12,882
New +$380K ﹤0.01% 2801
2015
Q3 		– Sell
-7,373
Closed -$225K – 3678
2015
Q2 		$225K Sell
7,373
-8,229
-53% -$258K ﹤0.01% 3004
2015
Q1 		$481K Buy
15,602
+2,734
+21% +$85K ﹤0.01% 2782
2014
Q4 		$402K Buy
+12,868
New +$394K ﹤0.01% 3153

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WA
WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return

Israel Englander's PWV Position: Q4 2016 in Review

Israel Englander sold out of Invesco Large Cap Value ETF (PWV) in Q4 2016, closing a stake of 17,990 shares — an estimated $566K sold.

Israel Englander first reported a position in PWV in Q4 2014 and held it in 7 quarters. The position peaked at $747K in Q2 2016. 91 funds tracked by Wall St. Rank hold PWV as of Q4 2016.

  • Israel Englander reported no remaining Invesco Large Cap Value ETF position as of Q4 2016 after selling out during the quarter.
  • Israel Englander sold 17,990 Invesco Large Cap Value ETF shares in Q4 2016, an estimated $566K.
  • Israel Englander first reported a position in Invesco Large Cap Value ETF in Q4 2014 and held it in 7 quarters.
  • Israel Englander's Invesco Large Cap Value ETF position peaked at $747K in Q2 2016.
  • 91 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q4 2016.

Based on Millennium Management's 13F filing for Q4 2016, filed 14 Feb 2017.