Janney Capital Management’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Janney Capital Management’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
2017 Q1	–	Sell	-16,203	Closed	-$901K	–	190
2016 Q4	$901K	Sell	16,203 -1,277	-7%	-$67.3K	0.04%	106
2016 Q3	$881K	Sell	17,480 -245,908	-93%	-$12.4M	0.04%	105
2016 Q2	$13.2M	Sell	263,388 -28,492	-10%	-$1.38M	0.7%	63
2016 Q1	$14.3M	Buy	+291,880	New	+$13.6M	0.77%	56

Other funds holding KBWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Janney Capital Management's KBWP Position: Q1 2017 in Review

Janney Capital Management sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q1 2017, closing a stake of 16,203 shares — an estimated $901K sold.

Janney Capital Management first reported a position in KBWP in Q1 2016 and held it in 4 quarters. The position peaked at $14.3M in Q1 2016. 27 funds tracked by Wall St. Rank hold KBWP as of Q1 2017.

Janney Capital Management reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q1 2017 after selling out during the quarter.
Janney Capital Management sold 16,203 Invesco KBW Property & Casualty Insurance ETF shares in Q1 2017, an estimated $901K.
Janney Capital Management first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q1 2016 and held it in 4 quarters.
Janney Capital Management's Invesco KBW Property & Casualty Insurance ETF position peaked at $14.3M in Q1 2016.
27 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q1 2017.

Based on Janney Capital Management's 13F filing for Q1 2017, filed 26 Apr 2017.