Ken Fisher
PKW icon

Ken Fisher’s Invesco BuyBack Achievers ETF PKW Stock Holding History

Ken Fisher’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
2013
Q4 		– Sell
-5,720
Closed -$223K – 538
2013
Q3 		$223K Buy
+5,720
New +$218K ﹤0.01% 455

Other funds holding PKW

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

Ken Fisher's PKW Position: Q4 2013 in Review

Ken Fisher sold out of Invesco BuyBack Achievers ETF (PKW) in Q4 2013, closing a stake of 5,720 shares — an estimated $223K sold.

Ken Fisher first reported a position in PKW in Q3 2013 and held it in 1 quarter. The position peaked at $223K in Q3 2013. 104 funds tracked by Wall St. Rank hold PKW as of Q4 2013.

  • Ken Fisher reported no remaining Invesco BuyBack Achievers ETF position as of Q4 2013 after selling out during the quarter.
  • Ken Fisher sold 5,720 Invesco BuyBack Achievers ETF shares in Q4 2013, an estimated $223K.
  • Ken Fisher first reported a position in Invesco BuyBack Achievers ETF in Q3 2013 and held it in 1 quarter.
  • Ken Fisher's Invesco BuyBack Achievers ETF position peaked at $223K in Q3 2013.
  • 104 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q4 2013.

Based on Fisher Asset Management's 13F filing for Q4 2013, filed 14 Jan 2014.