KCM Investment Advisors’s Invesco BuyBack Achievers ETF PKW Stock Holding History

KCM Investment Advisors’s Portfolio PKW Stock Details PKW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-5,026	Closed	-$297K	–	532
2017 Q4	$297K	Hold	5,026	–	–	0.02%	435
2017 Q3	$279K	Hold	5,026	–	–	0.02%	445
2017 Q2	$270K	Hold	5,026	–	–	0.02%	455
2017 Q1	$261K	Sell	5,026 -393	-7%	-$20.3K	0.02%	469
2016 Q4	$273K	Hold	5,419	–	–	0.02%	458
2016 Q3	$257K	Buy	5,419 +9	+0.2%	+$424	0.02%	471
2016 Q2	$245K	Buy	5,410 +400	+8%	+$18.2K	0.02%	472
2016 Q1	$227K	Hold	5,010	–	–	0.02%	481
2015 Q4	$228K	Hold	5,010	–	–	0.02%	473
2015 Q3	$219K	Hold	5,010	–	–	0.02%	479
2015 Q2	$244K	Buy	5,010 +9	+0.2%	+$446	0.02%	477
2015 Q1	$247K	Hold	5,001	–	–	0.02%	468
2014 Q4	$240K	Buy	+5,001	New	+$230K	0.02%	464

Other funds holding PKW

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

BPC

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.01B AUM 13.2% 1-Year Est. Return

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

KCM Investment Advisors's PKW Position: Q1 2018 in Review

KCM Investment Advisors sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2018, closing a stake of 5,026 shares — an estimated $297K sold.

KCM Investment Advisors first reported a position in PKW in Q4 2014 and held it in 13 quarters. The position peaked at $297K in Q4 2017. 148 funds tracked by Wall St. Rank hold PKW as of Q1 2018.

KCM Investment Advisors reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2018 after selling out during the quarter.
KCM Investment Advisors sold 5,026 Invesco BuyBack Achievers ETF shares in Q1 2018, an estimated $297K.
KCM Investment Advisors first reported a position in Invesco BuyBack Achievers ETF in Q4 2014 and held it in 13 quarters.
KCM Investment Advisors's Invesco BuyBack Achievers ETF position peaked at $297K in Q4 2017.
148 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2018.

Based on KCM Investment Advisors's 13F filing for Q1 2018, filed 9 May 2018.