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Landaas & Company’s Invesco S&P Global Water Index ETF CGW Stock Holding History

Landaas & Company’s Portfolio CGW Stock Details CGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-165
Closed -$6K – 106
2018
Q2 		$6K Buy
+165
New +$5.63K ﹤0.01% 289
2018
Q1 		– Sell
-162
Closed -$6K – 99
2017
Q4 		$6K Hold
162
– – 0.01% 280
2017
Q3 		$6K Buy
+162
New +$5.42K 0.01% 280

Other funds holding CGW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Landaas & Company's CGW Position: Q3 2018 in Review

Landaas & Company sold out of Invesco S&P Global Water Index ETF (CGW) in Q3 2018, closing a stake of 165 shares — an estimated $6K sold.

Landaas & Company first reported a position in CGW in Q3 2017 and held it in 3 quarters. The position peaked at $6K in Q2 2018. 101 funds tracked by Wall St. Rank hold CGW as of Q3 2018.

  • Landaas & Company reported no remaining Invesco S&P Global Water Index ETF position as of Q3 2018 after selling out during the quarter.
  • Landaas & Company sold 165 Invesco S&P Global Water Index ETF shares in Q3 2018, an estimated $6K.
  • Landaas & Company first reported a position in Invesco S&P Global Water Index ETF in Q3 2017 and held it in 3 quarters.
  • Landaas & Company's Invesco S&P Global Water Index ETF position peaked at $6K in Q2 2018.
  • 101 funds tracked by Wall St. Rank held Invesco S&P Global Water Index ETF as of Q3 2018.

Based on Landaas & Company's 13F filing for Q3 2018, filed 14 Nov 2018.