MPWT
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MassMutual Private Wealth & Trust’s Invesco BuyBack Achievers ETF PKW Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio PKW Stock Details PKW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-400
Closed -$23.6K – 1062
2017
Q4 		$23.6K Buy
+400
New +$22.8K ﹤0.01% 525

Other funds holding PKW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

MassMutual Private Wealth & Trust's PKW Position: Q1 2018 in Review

MassMutual Private Wealth & Trust sold out of Invesco BuyBack Achievers ETF (PKW) in Q1 2018, closing a stake of 400 shares — an estimated $23.6K sold.

MassMutual Private Wealth & Trust first reported a position in PKW in Q4 2017 and held it in 1 quarter. The position peaked at $23.6K in Q4 2017. 148 funds tracked by Wall St. Rank hold PKW as of Q1 2018.

  • MassMutual Private Wealth & Trust reported no remaining Invesco BuyBack Achievers ETF position as of Q1 2018 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 400 Invesco BuyBack Achievers ETF shares in Q1 2018, an estimated $23.6K.
  • MassMutual Private Wealth & Trust first reported a position in Invesco BuyBack Achievers ETF in Q4 2017 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Invesco BuyBack Achievers ETF position peaked at $23.6K in Q4 2017.
  • 148 funds tracked by Wall St. Rank held Invesco BuyBack Achievers ETF as of Q1 2018.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2018, filed 21 May 2018.