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Klingman & Associates’s Invesco Building & Construction ETF PKB Stock Holding History

Klingman & Associates’s Portfolio PKB Stock Details PKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,000
Closed -$52K – 256
2016
Q3 		$52K Hold
2,000
– – 0.02% 183
2016
Q2 		$52K Hold
2,000
– – 0.02% 187
2016
Q1 		$50K Hold
2,000
– – 0.02% 190
2015
Q4 		$48K Buy
+2,000
New +$48.4K 0.02% 209

Other funds holding PKB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Klingman & Associates's PKB Position: Q4 2016 in Review

Klingman & Associates sold out of Invesco Building & Construction ETF (PKB) in Q4 2016, closing a stake of 2,000 shares — an estimated $52K sold.

Klingman & Associates first reported a position in PKB in Q4 2015 and held it in 4 quarters. The position peaked at $52K in Q3 2016. 54 funds tracked by Wall St. Rank hold PKB as of Q4 2016.

  • Klingman & Associates reported no remaining Invesco Building & Construction ETF position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 2,000 Invesco Building & Construction ETF shares in Q4 2016, an estimated $52K.
  • Klingman & Associates first reported a position in Invesco Building & Construction ETF in Q4 2015 and held it in 4 quarters.
  • Klingman & Associates's Invesco Building & Construction ETF position peaked at $52K in Q3 2016.
  • 54 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.