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Managed Account Advisors’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Managed Account Advisors’s Portfolio KBWY Stock Details KBWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$56K Buy
1,802
+819
+83% +$27.3K ﹤0.01% 2649
2015
Q1 		$35K Buy
+983
New +$35.6K ﹤0.01% 2661

Other funds holding KBWY

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AHC
Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Managed Account Advisors's KBWY Position: Q2 2015 in Review

Managed Account Advisors increased its Invesco KBW Premium Yield Equity REIT ETF (KBWY) stake by 83% in Q2 2015, buying an estimated $27.3K and bringing the position to 1,802 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #2649.

Managed Account Advisors first reported a position in KBWY in Q1 2015 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold KBWY as of Q2 2015.

  • Managed Account Advisors held 1,802 shares of Invesco KBW Premium Yield Equity REIT ETF worth $56K as of Q2 2015.
  • Managed Account Advisors bought 819 Invesco KBW Premium Yield Equity REIT ETF shares in Q2 2015, an estimated $27.3K.
  • Invesco KBW Premium Yield Equity REIT ETF made up ﹤0.01% of Managed Account Advisors's portfolio in Q2 2015, its #2649 holding.
  • Managed Account Advisors first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q1 2015 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q2 2015.

Based on Managed Account Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.