MRCM
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M&R Capital Management’s Invesco Large Cap Value ETF PWV Stock Holding History

M&R Capital Management’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
2019
Q1 		– Sell
-11
Closed – – 515
2018
Q4 		$0 Buy
+11
New +$388 ﹤0.01% 534

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

M&R Capital Management's PWV Position: Q1 2019 in Review

M&R Capital Management sold out of Invesco Large Cap Value ETF (PWV) in Q1 2019, closing a stake of 11 shares.

M&R Capital Management first reported a position in PWV in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 119 funds tracked by Wall St. Rank hold PWV as of Q1 2019.

  • M&R Capital Management reported no remaining Invesco Large Cap Value ETF position as of Q1 2019 after selling out during the quarter.
  • M&R Capital Management sold 11 Invesco Large Cap Value ETF shares in Q1 2019.
  • M&R Capital Management first reported a position in Invesco Large Cap Value ETF in Q4 2018 and held it in 1 quarter.
  • M&R Capital Management's Invesco Large Cap Value ETF position peaked at $0 in Q4 2018.
  • 119 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2019.

Based on M&R Capital Management's 13F filing for Q1 2019, filed 29 Apr 2019.