LI
POWR

LVZ Inc’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

LVZ Inc’s Portfolio POWR Stock Details POWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-17,700
Closed -$335K – 72
2019
Q4 		$335K Buy
17,700
+2,583
+17% +$48.7K 0.07% 64
2019
Q3 		$284K Buy
15,117
+281
+2% +$5.3K 0.06% 63
2019
Q2 		$300K Buy
14,836
+3,133
+27% +$64.1K 0.07% 60
2019
Q1 		$245K Buy
+11,703
New +$238K 0.06% 65

Other funds holding POWR

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return
VWA
V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LVZ Inc's POWR Position: Q1 2020 in Review

LVZ Inc sold out of iShares U.S. Power Infrastructure ETF (POWR) in Q1 2020, closing a stake of 17,700 shares — an estimated $335K sold.

LVZ Inc first reported a position in POWR in Q1 2019 and held it in 4 quarters. The position peaked at $335K in Q4 2019. 25 funds tracked by Wall St. Rank hold POWR as of Q1 2020.

  • LVZ Inc reported no remaining iShares U.S. Power Infrastructure ETF position as of Q1 2020 after selling out during the quarter.
  • LVZ Inc sold 17,700 iShares U.S. Power Infrastructure ETF shares in Q1 2020, an estimated $335K.
  • LVZ Inc first reported a position in iShares U.S. Power Infrastructure ETF in Q1 2019 and held it in 4 quarters.
  • LVZ Inc's iShares U.S. Power Infrastructure ETF position peaked at $335K in Q4 2019.
  • 25 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q1 2020.

Based on LVZ Inc's 13F filing for Q1 2020, filed 20 Apr 2020.