Level Four Advisory Services’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-18,835
Closed -$667K 546
2017
Q4
$667K Buy
18,835
+1,205
+7% +$44.1K 0.05% 309
2017
Q3
$661K Buy
+17,630
New +$651K 0.06% 299

Other funds holding KBWY

Level Four Advisory Services's KBWY Position: Q1 2018 in Review

Level Four Advisory Services sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q1 2018, closing a stake of 18,835 shares — an estimated $667K sold.

Level Four Advisory Services first reported a position in KBWY in Q3 2017 and held it in 2 quarters. The position peaked at $667K in Q4 2017. 59 funds tracked by Wall St. Rank hold KBWY as of Q1 2018.

  • Level Four Advisory Services reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q1 2018 after selling out during the quarter.
  • Level Four Advisory Services sold 18,835 Invesco KBW Premium Yield Equity REIT ETF shares in Q1 2018, an estimated $667K.
  • Level Four Advisory Services first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q3 2017 and held it in 2 quarters.
  • Level Four Advisory Services's Invesco KBW Premium Yield Equity REIT ETF position peaked at $667K in Q4 2017.
  • 59 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q1 2018.

Based on Level Four Advisory Services's 13F filing for Q1 2018, filed 14 May 2018.