JFS Wealth Advisors’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History

JFS Wealth Advisors’s Portfolio KBWD Stock Details KBWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-951	Closed	-$23K	–	523
2015 Q2	$23K	Hold	951	–	–	0.01%	256
2015 Q1	$24K	Hold	951	–	–	0.01%	253
2014 Q4	$24K	Buy	951 +20	+2%	+$508	﹤0.01%	270
2014 Q3	$23K	Buy	+931	New	+$24K	﹤0.01%	247

Other funds holding KBWD

ACM

Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JFS Wealth Advisors's KBWD Position: Q3 2015 in Review

JFS Wealth Advisors sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q3 2015, closing a stake of 951 shares — an estimated $23K sold.

JFS Wealth Advisors first reported a position in KBWD in Q3 2014 and held it in 4 quarters. The position peaked at $24K in Q1 2015. 43 funds tracked by Wall St. Rank hold KBWD as of Q3 2015.

JFS Wealth Advisors reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q3 2015 after selling out during the quarter.
JFS Wealth Advisors sold 951 Invesco KBW High Dividend Yield Financial ETF shares in Q3 2015, an estimated $23K.
JFS Wealth Advisors first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q3 2014 and held it in 4 quarters.
JFS Wealth Advisors's Invesco KBW High Dividend Yield Financial ETF position peaked at $24K in Q1 2015.
43 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q3 2015.

Based on JFS Wealth Advisors's 13F filing for Q3 2015, filed 27 Oct 2015.