LYV
PWV icon

Live Your Vision’s Invesco Large Cap Value ETF PWV Stock Holding History

Live Your Vision’s Portfolio PWV Stock Details PWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-100
Closed -$4K – 280
2017
Q3 		$4K Hold
100
– – ﹤0.01% 224
2017
Q2 		$4K Hold
100
– – ﹤0.01% 243
2017
Q1 		$4K Hold
100
– – ﹤0.01% 250
2016
Q4 		$3K Hold
100
– – ﹤0.01% 258
2016
Q3 		$3K Buy
+100
New +$3.15K ﹤0.01% 251

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
WA
WealthTrust-Arizona Scottsdale, Arizona $172M AUM 6.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Live Your Vision's PWV Position: Q4 2017 in Review

Live Your Vision sold out of Invesco Large Cap Value ETF (PWV) in Q4 2017, closing a stake of 100 shares — an estimated $4K sold.

Live Your Vision first reported a position in PWV in Q3 2016 and held it in 5 quarters. The position peaked at $4K in Q3 2017. 116 funds tracked by Wall St. Rank hold PWV as of Q4 2017.

  • Live Your Vision reported no remaining Invesco Large Cap Value ETF position as of Q4 2017 after selling out during the quarter.
  • Live Your Vision sold 100 Invesco Large Cap Value ETF shares in Q4 2017, an estimated $4K.
  • Live Your Vision first reported a position in Invesco Large Cap Value ETF in Q3 2016 and held it in 5 quarters.
  • Live Your Vision's Invesco Large Cap Value ETF position peaked at $4K in Q3 2017.
  • 116 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q4 2017.

Based on Live Your Vision's 13F filing for Q4 2017, filed 25 Jan 2018.